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Jeffrey David Broders

RUNNING OAK CAPITAL LLC·EDINA, Minnesota
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4519 W 56TH ST, EDINA, MN 55424CRD# 4646137Firm CRD# 286656
01

About

Jeffrey David Broders is a registered financial advisor based in EDINA, Minnesota, affiliated with RUNNING OAK CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
RUNNING OAK CAPITAL LLC
RUNNING OAK CAPITAL LLC
AUM
$534M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RUNNING OAK CAPITAL LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Other: BASE PAY PLUS DISCRETIONARY BONUS
Regulatory
SEC/IARD CRD# 4646137
Firm CRD# 286656
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey David Broders offer?
Jeffrey David Broders specializes in Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Jeffrey David Broders's credentials?
Jeffrey David Broders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Broders located?
Jeffrey David Broders is based in EDINA, Minnesota, working with RUNNING OAK CAPITAL LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Jeffrey David Broders charge for services?
Jeffrey David Broders's firm is compensated through percentage of aum, other: base pay plus discretionary bonus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUNNING OAK CAPITAL LLC?
RUNNING OAK CAPITAL LLC has approximately 2 employees and manages $534M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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