Broadreach Asset Management

Broadreach Asset Management (CRD# 165152) is a financial advisory firm headquartered in New York, NY. They manage $7,208,030 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $480,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NJ, NY

Financial Advisors at Broadreach Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Srinivas Kopparapu
CRD#: 2306131
45 Park Avenue, #1606, New York, NY 10016
93
Wealthminder
score

Srinivas Kopparapu (CRD# 2306131) is an Investment Advisor Representative working at Broadreach Asset Management in New York, NY and has over 14 years of experience in the finance industry.

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