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).
Total Assets Under Management49MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$12,280,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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.