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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Zenith matrix
- Established Date
- 03-05-2015
- Office Locations
- 1
Office Locations
About Broadview Wealth Management, LLC
Broadview Wealth Management is a fee-only, SEC-registered RIA founded in 2015 by Thomas Bailey. The firm provides comprehensive financial planning and ongoing wealth management, including tax planning, retirement/compensation strategy, and estate planning. Portfolios emphasize disciplined asset allocation, diversified index-fund “structured” investing, and a strong focus on minimizing costs and taxes. Bailey is a former Microsoft executive and offers 24/7 client access.
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Owner & Executives
THOMAS AUSLAND BAILEY
Chief Compliance Officer, President
- CRD
- #6435763
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $154,879,792 | $1,985,638 |
| Total | $154,879,792 | $1,985,638 |
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Separately Managed Accounts
Total SMA Asset: $154,879,792
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $721,650,704 | 19.8% |
| Corporate - Investment Grade | $2,923,049,819 | 80.2% |
| Total | $3,644,700,523 | 100.0% |