Broadoak Asset Management, LLC

Broadoak Asset Management, LLC (CRD# 148901) is a financial advisory firm headquartered in Bethesda, MD. They manage $49,120,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $12,280,000
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
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.

MD

Financial Advisors at Broadoak Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William F. Snider
CRD#: 2553714
4800 Montgomery Lane, Suite 230, Bethesda, MD 20814
96
Wealthminder
score

William Snider (CRD# 2553714) is an Investment Advisor Representative working at Broadoak Asset Management, LLC in Bethesda, MD and has over 23 years of experience in the finance industry.

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