Broadleaf Partners, LLC

Broadleaf Partners, LLC (CRD# 137433) is a financial advisory firm headquartered in Hudson, OH. They manage $166,702,262 in 341 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9 Aurora Street, Suite #5, Hudson, OH 44236
http://www.broadleafpartners.com
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $488,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, OH

Financial Advisors at Broadleaf Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Mackay, financial advisor Peninsula OH
Douglas S. Mackay
CRD#: 2154838
Peninsula, OH
96
Wealthminder
score

Douglas Mackay (CRD# 2154838) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Peninsula, OH and has over 26 years of experience in the finance industry.

2
William Hoover, financial advisor Hudson OH
William F. Hoover
CRD#: 2344693
9 Aurora Street, Suite #5, Hudson, OH 44236
93
Wealthminder
score

William Hoover (CRD# 2344693) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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