Broadoak Asset Management, LLC

Broadoak Asset Management, LLC (CRD# 148901) is a financial advisory firm headquartered in Bethesda, MD. They manage $370,973,419 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814
http://www.broadoak.com
By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $46,371,677
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Broadoak Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
William Snider, financial advisor Bethesda MD
William F. Snider
CRD#: 2553714
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814

William Snider (CRD# 2553714) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.

2
Holly Atallah, financial advisor Bethesda MD
Holly S. Atallah
CRD#: 5513478
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814

Holly Atallah (CRD# 5513478) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has over 3 years of experience in the finance industry.

3
Michael Caspani, financial advisor Bethesda MD
Michael M. Caspani
CRD#: 5170960
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814

Michael Caspani (CRD# 5170960) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

4
Henry Dervishi, financial advisor Bethesda MD
Henry N. Dervishi
CRD#: 7816733
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814

Henry Dervishi (CRD# 7816733) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

5
Daniel Friedman, financial advisor Bethesda MD
Daniel S. Friedman
CRD#: 6328787
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814

Daniel Friedman (CRD# 6328787) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has over 4 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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