Broadwing Capital Advisors, Inc.
Broadwing Capital Advisors, Inc. (CRD# 127513) is a financial advisory firm headquartered in Larkspur, CA. They manage $119,728,834 in 276 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Broadwing Capital Advisors, Inc.
By the Numbers
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Total Assets Under Management120MILLION
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Total Number of Accounts276ACCOUNTS
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Average Account Value$433,800
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Broadwing Capital Advisors, Inc.
1
Kelly Kane (CRD# 1428717) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in Larkspur, CA and has over 28 years of experience in the finance industry.
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