CRD: 132332
Broadhurst Financial Advisors, Inc.
$128.4M Total AUM
$128.4M Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
21 yrs Firm Age
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- Custodian
- Altruist · Pershing · SSG
- Clients
- Retail
- Platforms
- Meridian value
- Established Date
- 11-23-2004
- Office Locations
- 1
Office Locations
1911 West Point Pike Suite 301 West Point PA
About Broadhurst Financial Advisors, Inc.
Broadhurst Financial Advisors, Inc. is an independent, fee-only RIA in West Point, PA providing custom-portfolio investment management and comprehensive financial planning, including guidance through major life and business transitions. The firm emphasizes non-proprietary, client-first advice and highlights CFA and CFP credentials. Client access is supported via Altruist and MoneyGuidePro; portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$128.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Radial element Legacy Horizon unison Prime
Client Personas
Glacier prime Foundation meridian Catalyst
Custodian
Unison Atlas oak Capital Crest insight Fusion Ember vertex Glacier oak
Fund Managers
Timber
Investment Themes
Optima focus Crest crest Atlas Optima crest
Investment Vehicles
Wave insight
Platform
Pathway
Services
Insight Quantum optima Frontier Pathway prime Meridian focus Insight beacon Fusion vertex Quantum vector Zenith
Technology
Beacon crest
Owner & Executives
JEFFREY BRUCE BROADHURST
Chief Compliance Officer, Owner, President
- CRD
- #3267399
- Ownership
- 75% or more
(939) 438-9193
wave.optima@quantumcapital.com
in linkedin.com/in/insight-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,435,308 | $495,889 |
| Non-Discretionary | $0 | -- |
| Total | $128,435,308 | $495,889 |
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Separately Managed Accounts
Total SMA Asset: $128,435,308
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,077,647,724 | 100.0% |
| Total | $7,077,647,724 | 100.0% |