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).

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 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 25 years of experience in the finance industry.

2
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 23 years of experience in the finance industry.

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