BROADOAK ASSET MANAGEMENT, LLC

BETHESDA, Maryland·4 registered advisors·CRD# 148901
SEC# 801-1218421301-358-2692
01

Firm Overview

AUM
$371M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BROADOAK ASSET MANAGEMENT, LLC

4 registered advisors
Donald Kyle Wilson
BETHESDA, Maryland
Holly Scott Atallah
BETHESDA, Maryland
Lars Martin Hanan
BETHESDA, Maryland
William Franklin Snider
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. BROADOAK ASSET MANAGEMENT, LLC (CRD# 148901) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.