DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > vermont > south burlington
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
More Financial Advisory Firms in South Burlington, Vermont
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NLG CAPITAL, INC. | 109396 | 43 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 42 |
| MANCHESTER CAPITAL MANAGEMENT LLC | 110003 | 37 |
| ESI FINANCIAL ADVISORS | 265 | 450 |
| MAPLE CAPITAL MANAGEMENT, INC. | 130209 | 23 |
| TRG INVESTMENT ADVISORS, LLC | 315629 | 7 |
More Firms in South Burlington, Vermont >>