Broadview Wealth Management, LLC
Broadview Wealth Management, LLC (CRD# 174429) is a financial advisory firm headquartered in Bellevue, WA. They manage $3,800,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$542,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Bailey (CRD# 6435763) is an Investment Advisor Representative working at Broadview Wealth Management, LLC in Kirkland, WA and has 1 year of experience in the finance industry.