CRD: 130311
Broadstreet Financial Advisers LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2003
- Office Locations
- 1
Office Locations
About Broadstreet Financial Advisers LLC
Broadstreet Financial Advisers LLC is an Ormond Beach, Florida RIA providing goals-based financial planning for individuals, families, and businesses. The firm follows a structured planning process (gather, analyze, develop, implement, and monitor) covering areas such as retirement, tax, estate/legacy, and risk management, and builds portfolios primarily with ETFs. Custody includes Charles Schwab. Planning recommendations can be implemented with the advisor of the client’s choosing.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD MARK PANKRATZ
Chief Compliance Officer, Managing Member
- CRD
- #2613427
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,231,356 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,231,356 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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