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).
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Total Assets Under Management371MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$46,371,677
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
MD
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.
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.
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.
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.
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.