Broadwing Capital Advisors Inc

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Assets, Funds, Holdings

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Broadwing Capital Advisors Inc
CRD #127513
SEC #801-129735
CIK #
AUM $126.4 M (2025-06-09)
Employees 2 (100% Investors, 0% Brokers)
Phone415-381-7555
Address101 Larkspur Landing Circle
Larkspur, CA 94939
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
13010478522602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 36 11.0
(b) Individuals (high net worth individuals) 38 97.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 17.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 268 126.4
By Discretionary
Discretionary 265 108.9
Non-Discretionary 3 17.5
Total 268 126.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 126.4
Total 268 126.4
Comparable Firms State AUM ($B)
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