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BROADLAKE FINANCIAL MANAGEMENT
Tel: 802-863-4463
99 Swift Street Suite 305
South Burlington, Vermont 05403-7360
BROADLAKE FINANCIAL MANAGEMENT
BROADLAKE FINANCIAL MANAGEMENT is a South Burlington, Vermont based financial advisory firm with nearly $322,510,452 in assets under management and provides investment advisory services for 1178 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM
Firm CRD#:
105057
SEC#:
801-34761
No. of Clients:
1178
Assets under Management
$322,510,452
No. of Advisors:
4
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