Broadview Financial Management, LLC
Broadview Financial Management, LLC is an SEC-registered wealth manager in Wauwatosa, WI with $699.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Broadview Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143550, SEC 801-77625, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $699.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Wauwatosa, WI
- Employees
- 9
- Clients
- 269
- CRD
- 143550
- Ownership
- GOIHL, MATTHEW, PAUL; SATTELL, BARRY, STEVEN; PINGEL, ANGELA, LYNNE; ARNOW, F., MICHAEL; DAILEY, JOSEPH, BANFAY
How much AUM does Broadview Financial Management, LLC have?
Broadview Financial Management, LLC reported $699.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Broadview Financial Management, LLC?
Disclosed owners and executives of Broadview Financial Management, LLC include GOIHL, MATTHEW, PAUL, SATTELL, BARRY, STEVEN, PINGEL, ANGELA, LYNNE, ARNOW, F., MICHAEL, DAILEY, JOSEPH, BANFAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.