| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam William Dodge Control | Owner & Manager | 10-25% | 2016 |
| Amanda Hunn Taylor Control | Owner & Manager | 10-25% | 2019 |
| Angela Lynne Pingel Control | Owner, Manager, General Counsel & Cco | 5-10% | 2020 |
Broadview Financial Management, LLC reports $623.3 million in regulatory assets under management on its Form ADV.
Broadview Financial Management, LLC reports 9 employees.
Broadview Financial Management, LLC is based in Wauwatosa, WI and has been SEC-registered since 2013.
Broadview Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10401 W Innovation Dr, Suite 100, Wauwatosa, WI 53226 |
| Phone | 414-390-1492 |
| Fax | 414-390-3737 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1697024 |
| Discloses disciplinary history | No |
| Discretionary | $622.4M |
| Non-discretionary | $908K |
| Total (RAUM) | $623.3M |