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Ira Mitchell Rothberg

BROAD RUN INVESTMENT MANAGEMENT, LLC·ARLINGTON, Virginia
Series 65Clean record21 years registeredBROAD RUN INVESTMENT MANAGEMENT, LLC
1530 WILSON BLVD, ARLINGTON, VA 22209CRD# 2964146Firm CRD# 165067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ira Mitchell Rothberg · ARLINGTON, VA
Registration
CRD #2964146 · BROAD RUN INVESTMENT MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

BROAD RUN INVESTMENT MANAGEMENT, LLC
Dec 2012 – present
AKRE CAPITAL MANAGEMENT, LLC
Jun 2005 – Dec 2012
MIDDLEBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 27, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067 · SEC 801-77021
AUM
$836M
Regulatory assets under management
Employees
8
181 client accounts
Services offered by BROAD RUN INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at BROAD RUN INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Ira Mitchell Rothberg offer?
Ira Mitchell Rothberg specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ARLINGTON, Virginia for a consultation.
What are Ira Mitchell Rothberg's credentials?
Ira Mitchell Rothberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ira Mitchell Rothberg located?
Ira Mitchell Rothberg is based in ARLINGTON, Virginia, working with BROAD RUN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Ira Mitchell Rothberg charge for services?
Ira Mitchell Rothberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROAD RUN INVESTMENT MANAGEMENT, LLC?
BROAD RUN INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $836M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROAD RUN INVESTMENT MANAGEMENT, LLC

David Shaffer Rainey
ARLINGTON, VA
Brian Edward Macauley
ARLINGTON, VA
Bryan Hughes Adkins
ARLINGTON, VA

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