Broadhurst Financial Advisors Inc

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Assets, Funds, Holdings

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Broadhurst Financial Advisors Inc
CRD #132332
SEC #801-132869
CIK #
AUM $110.0 M (2025-05-06)
Employees 1 (100% Investors, 0% Brokers)
Phone215-325-1595
Address1911 West Point Pike
West Point, PA 19486-0301
Source [IAPD] [Website]
Total AUM ($M)
1108866442202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 19 8.4
(b) Individuals (high net worth individuals) 28 101.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 298 110.0
By Discretionary
Discretionary 298 110.0
Non-Discretionary 0 0.0
Total 298 110.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 110.0
Total 298 110.0
Comparable Firms State AUM ($B)
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FL 0.1
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NC 0.1
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Strongtower Wealth Management PLC
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Artesa Financial Group LLC
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CGI Wealth Advisors Inc
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Weinstat Wealth Management Inc
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Personalized Financial Solutions LLC
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