Broadspan Asset Management LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
329579
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Broadspan Asset Management LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is individually owned and lists its primary advisory activity as portfolio management for businesses or institutional clients. It also operates as a financial product salesperson and has an industry affiliation with a broker-dealer. Broadspan charges fees based on a percentage of assets under management and can also apply performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Gerrard

    Michael Gerrard

    CEOCRD 3008631

Contacts

1 of 1
  • Noah Kessler

    Noah Kessler

    Managing DirectorCRD 4435573

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1441 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth