BROADLEAF PARTNERS, LLC

HUDSON, Ohio·4 registered advisors·CRD# 137433
SEC# 801-711430330-650-0921
01

Firm Overview

AUM
$411M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: ASSETS UNDER SUPERVISION
03

Specialties

Investment ManagementWealth Management
04

Advisors at BROADLEAF PARTNERS, LLC

4 registered advisors
Douglas Scott Mackay
HUDSON, Ohio
Michael Andrew Czekaj
HUDSON, Ohio
Peter Edward Mackay
HUDSON, Ohio
William Frank Hoover
HUDSON, Ohio
05

Office Locations

HUDSON, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. BROADLEAF PARTNERS, LLC (CRD# 137433) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.