BROADOAK ASSET MANAGEMENT, LLC
Tel: 301-358-2692 4800 Montgomery Lane Suite 230 Bethesda, Maryland 20814
About BROADOAK ASSET MANAGEMENT, LLC
BROADOAK ASSET MANAGEMENT, LLC is a Bethesda, Maryland based financial advisory firm with nearly $370,973,419 in assets under management and provides investment advisory services for 8 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
148901
Firm SEC#:
801-121842
Assets Under Management:
$370,973,419
No. of Clients:
8
Advisory Services Provided:
Portfolio management for pooled investment vehicles
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