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Broadoak Asset Management, LLC

Headquartered in BETHESDA, MD

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Firm Information

Broadoak Asset Management, LLC is an investment advisor based in Bethesda, MD. They specialize in portfolio management for pooled investment vehicles, managing approximately $370,973,419 in assets for 8 clients. They are registered with the SEC and have a website at HTTP://WWW.BROADOAK.COM.

Broadoak Asset Management, LLC

4800 MONTGOMERY LANE

BETHESDA, MD 20814

$370.97M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

BROADOAK ASSET MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

BETHESDA, MD

location

Raleigh, NC

Advisors at Broadoak Asset Management, LLC

View All 5 Advisors
Unclaimed
Henry Nmn Dervishi

RA

BETHESDA, MD

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William Franklin Snider

CFA®, RA

BETHESDA, MD

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Unclaimed
Michael Martin Caspani

RA

BETHESDA, MD

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Unclaimed
Daniel Stuart Friedman

RA

BETHESDA, MD

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Unclaimed
Holly Scott Atallah

RA

BETHESDA, MD

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Unclaimed
Austin Robert Duke

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Broadoak Asset Management, LLC.

Frequently Asked Questions (9)

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