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BROADLEAF PARTNERS, LLC

Tel: 330-650-0921
9 Aurora Street, Suite #5
Hudson, Ohio  44236

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BROADLEAF PARTNERS, LLC

BROADLEAF PARTNERS, LLC is a Hudson, Ohio based financial advisory firm with nearly $410,621,154 in assets under management and provides investment advisory services for 494 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Fixed fees, Other (ASSETS UNDER SUPERVISIO

Firm CRD#:

137433

SEC#:

801-71143

No. of Clients:

494

Assets under Management

$410,621,154

No. of Advisors:

7

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