Be advised. This firm is no longer registered.

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Broad Reach Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Shannon M. Peace
CRD#: 4055663
1482 East Valley Road, Suite 231, Montecito, CA 93108

Shannon Peace (CRD# 4055663) is an Investment Advisor Representative working at Broad Reach Capital Management, Inc. in Montecito, CA and has over 18 years of experience in the finance industry.

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