|
⚲
|
| Broadway Wealth Solutions Inc
✚
| |
|---|---|
| CRD # | 291753 |
| SEC # | 801-124953 |
| CIK # | |
| AUM | $250.8 MM (2024-03-15) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 210-283-6600 |
| Address | 1177 NE Loop 410 San Antonio, TX 78209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 546 | 103.3 |
| (b) Individuals (high net worth individuals) | 115 | 133.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 5 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 250.8 |
| By Discretionary | ||
| Discretionary | 1,019 | 189.4 |
| Non-Discretionary | 84 | 61.4 |
| Total | 1,103 | 250.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.8 | |
| Total | 1,103 | 250.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Unique Wealth Strategies
✚
|
IL | 0.3 |
|
Craft & Sage Wealth
✚
|
MO | 0.3 |
|
BDT & Associates Inc
✚
|
AZ | 0.3 |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |
|
Prosperity Advisers LLC
✚
|
PA | 0.3 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.3 |
|
Tidemark LLC
✚
|
CA | 0.3 |
|
Kensington Investment Counsel LLC
✚
|
CA | 0.3 |
|
Trademark Financial Management LLC
✚
|
MN | 0.3 |
|
Lee Johnson Capital Management LLC
✚
|
TX | 0.3 |