B
CRD: 155795
Broadway Financial Management LLC
Roslyn, NY
5166257023
$19.3M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-2021
- Office Locations
- 1
Office Locations
-- Roslyn NY
About Broadway Financial Management LLC
Broadway Financial Management LLC is a Roslyn-based RIA. The firm has been operating for 4 years. Managing $19.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$19.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
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Asset Classes
Catalyst Bridge
Client Personas
Ember legacy
Investment Themes
Delta atlas
Investment Vehicles
Frontier element
Services
Signal delta Insight north
Owner & Executives
M
MARTIN W HARPER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4648936
- Ownership
- 75% or more
(497) 338-4670
fusion.meridian@summitcapital.com
in linkedin.com/in/summit-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,337,200 | $1,017,747 |
| Non-Discretionary | $0 | -- |
| Total | $19,337,200 | $1,017,747 |
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Separately Managed Accounts
Total SMA Asset: $19,337,200
Equity - Exchange:
31.7% Cash:
68.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,384,867,620 | 31.7% |
| Cash | $5,138,374,083 | 68.3% |
| Total | $7,523,241,703 | 100.0% |