Broadreach Capital, LLC

Broadreach Capital, LLC (CRD# 142505) is a financial advisory firm headquartered in , . They manage $5,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $416,667
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Broadreach Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Wolter, financial advisor Ponte Vedra Beach FL
James S. Wolter
CRD#: 1869174
Ponte Vedra Beach, FL

James Wolter (CRD# 1869174) is an Investment Advisor Representative working at Broadreach Capital, LLC in Ponte Vedra Beach, FL and has over 34 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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