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ELEY FINANCIAL MANAGEMENT, INC.
ELEY FINANCIAL MANAGEMENT, INC.
BROADLAKE FINANCIAL MANAGEMENT
SOUTH BURLINGTON, Vermont
·
3 registered advisors
·
CRD# 105057
SEC# 801-34761
0
802-863-4463
01
Firm Overview
AUM
$323M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ELEY FINANCIAL MANAGEMENT, INC.
3 registered advisors
Andrew David Murphy
SOUTH BURLINGTON, Vermont
CRD# 5120251
Joseph Matthew Diebold
SOUTH BURLINGTON, Vermont
CRD# 2541809
Matthew Ames Malaney
SOUTH BURLINGTON, Vermont
CRD# 2088303
05
Office Locations
SOUTH BURLINGTON, Vermont
3 advisors
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Data sourced from SEC Form ADV filings. ELEY FINANCIAL MANAGEMENT, INC. (CRD# 105057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.