Broadview Financial Management, LLC
Broadview Financial Management, LLC (CRD# 143550) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $465,309,589 in 1,282 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management465MILLION
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Total Number of Accounts1,282ACCOUNTS
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Average Account Value$362,956
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IL, TX, WI
Joseph Dailey (CRD# 2646145) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 28 years of experience in the finance industry.
Adam Dodge (CRD# 5581033) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 15 years of experience in the finance industry.
Matthew Goihl (CRD# 5547291) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has 1 year of experience in the finance industry.
Amanda Taylor (CRD# 3245959) is an Investment Advisor Representative working at Broadview Financial Management, LLC in Wauwatosa, WI and has over 24 years of experience in the finance industry.