Broadleaf Partners, LLC
Broadleaf Partners, LLC (CRD# 137433) is a financial advisory firm headquartered in Hudson, OH. They manage $397,345,203 in 452 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management397MILLION
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Total Number of Accounts452ACCOUNTS
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Average Account Value$879,082
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

Registered Investment Advisor
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, PA
Financial Advisors at Broadleaf Partners, LLC
1
William Hoover (CRD# 2344693) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Hudson, OH and has over 28 years of experience in the finance industry.
2
Douglas Mackay (CRD# 2154838) is an Investment Advisor Representative working at Broadleaf Partners, LLC in Peninsula, OH and has over 30 years of experience in the finance industry.
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