Broadlake Financial Management
Broadlake Financial Management (CRD# 105057) is a financial advisory firm headquartered in South Burlington, VT. They manage $322,510,452 in 1,178 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management323MILLION
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Total Number of Accounts1,178ACCOUNTS
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Average Account Value$273,778
- A percentage of assets under your management
- 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
AZ, CA, CO, CT, FL, MA, ME, NC, NH, NY, SC, TX, VA, VT
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.
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.
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.
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.