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Holly Scott Atallah

BROADOAK ASSET MANAGEMENT, LLC·BETHESDA, Maryland
Unclaimed Profile
4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 5513478Firm CRD# 148901
01

About

Holly Scott Atallah is a registered financial advisor based in BETHESDA, Maryland, affiliated with BROADOAK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
BROADOAK ASSET MANAGEMENT, LLC
BROADOAK ASSET MANAGEMENT, LLC
AUM
$371M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BROADOAK ASSET MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5513478
Firm CRD# 148901
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holly Scott Atallah offer?
Holly Scott Atallah specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Holly Scott Atallah's credentials?
Holly Scott Atallah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Scott Atallah located?
Holly Scott Atallah is based in BETHESDA, Maryland, working with BROADOAK ASSET MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Holly Scott Atallah charge for services?
Holly Scott Atallah's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROADOAK ASSET MANAGEMENT, LLC?
BROADOAK ASSET MANAGEMENT, LLC has approximately 8 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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