Broadwing Capital Advisors, Inc.
Broadwing Capital Advisors, Inc. (CRD# 127513) is a financial advisory firm headquartered in Mill Valley, CA. They manage $63,800,000 in 348 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts348ACCOUNTS
Average Account Value$183,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kelly Kane (CRD# 1428717) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in Mill Valley, CA and has over 20 years of experience in the finance industry. Kelly Kane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan Costello (CRD# 2944447) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in San Rafael, CA and has over 18 years of experience in the finance industry.