Broadview Wealth Management, LLC

Broadview Wealth Management, LLC (CRD# 174429) is a financial advisory firm headquartered in Bellevue, WA. They manage $100,348,803 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,433,554
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Broadview Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Bailey
CRD#: 6435763
Kirkland, WA

Thomas Bailey (CRD# 6435763) is an Investment Advisor Representative working at Broadview Wealth Management, LLC in Kirkland, WA and has over 9 years of experience in the finance industry.

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