Broad Reach Capital Management, Inc.
Broad Reach Capital Management, Inc. (CRD# 166448) is a financial advisory firm headquartered in Montecito, CA. They manage $3,400,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$680,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Shannon Peace (CRD# 4055663) is an Investment Advisor Representative working at Broad Reach Capital Management, Inc. in Montecito, CA and has over 17 years of experience in the finance industry.