Broadlake Financial Management

Broadlake Financial Management (CRD# 105057) is a financial advisory firm headquartered in South Burlington, VT. They manage $285,126,849 in 1,223 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    1,223
    ACCOUNTS
  • Average Account Value
    $233,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, MA, ME, NC, NH, NY, TX, VT

Financial Advisors at Broadlake Financial Management
Showing 1 - 4 of 4 top financial advisors.
1
Joseph M. Diebold
CRD#: 2541809
99 Swift St Suite 305, South Burlington, VT 05403

Joseph Diebold (CRD# 2541809) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 29 years of experience in the finance industry.

2
Matthew A. Malaney
CRD#: 2088303
99 Swift Street, Suite 305, South Burlington, VT 05403

Matthew Malaney (CRD# 2088303) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 33 years of experience in the finance industry.

3
Andrew D. Murphy
CRD#: 5120251
99 Swift Street, Suite 305, South Burlington, VT 05403

Andrew Murphy (CRD# 5120251) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 18 years of experience in the finance industry.

4
Joseph S. Smithwick
CRD#: 5219257
99 Swift Street, Suite 305, South Burlington, VT 05403

Joseph Smithwick (CRD# 5219257) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.