Broadleaf Partners, LLC

Broadleaf Partners, LLC (CRD# 137433) is a financial advisory firm headquartered in Hudson, OH. They manage $236,282,240 in 376 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9 Aurora Street, Suite #5, Hudson, OH 44236
https://facebook.com/broadleafpartners/
By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $628,410
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
William Hoover, financial advisor Hudson OH
William F. Hoover
CRD#: 2344693
9 Aurora Street, Suite #5, Hudson, OH 44236

William Hoover (CRD# 2344693) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has over 27 years of experience in the finance industry.

2
Douglas Mackay, financial advisor Peninsula OH
Douglas S. Mackay
CRD#: 2154838
Peninsula, OH

Douglas Mackay (CRD# 2154838) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Peninsula, OH and has over 29 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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