$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2016
- Office Locations
- 1
Office Locations
2119 Berkmar DR STE C Charlottesville VA
About Broadpark Advisors, LLC
Broadpark Advisors, LLC is a Charlottesville-based RIA. The firm has been operating for 10 years. Managing $11.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
37 AVG AGE
$11.6M AVG AUM / ADVISOR
$684.4K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Capital Capital
Client Personas
Foundation
Investment Themes
Zenith Summit
Investment Vehicles
North vital
Services
Frontier Ember vital Bridge Value pioneer Vector radial Element Oak Legacy Horizon eagle
Owner & Executives
Ryan Daniel Daley
Advisor, Managing Member
- CRD
- #5567723
- Ownership
- 75% or more
(202) 584-9238
wave.harbor@eaglecapital.com
in linkedin.com/in/zenith-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,634,514 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,634,514 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,634,514
Public Funds:
7.4% U.S. Government/Agency:
17.7% Cash:
16.4% Corporate - Investment Grade:
23.3% Equity - Exchange:
11.5% Corporate - Non-Investment Grade:
23.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $181,377,685 | 7.4% |
| U.S. Government/Agency | $433,835,813 | 17.7% |
| Cash | $401,972,166 | 16.4% |
| Corporate - Investment Grade | $571,094,601 | 23.3% |
| Equity - Exchange | $281,870,726 | 11.5% |
| Corporate - Non-Investment Grade | $580,898,800 | 23.7% |
| Total | $2,451,049,791 | 100.0% |