BROKEN INVESTING, LLC

Overview

Broken Investing, LLC is a small, owner-operated investment advisory firm structured as a limited liability company that provides portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves a retail client base rather than institutional or pension plans. It is not positioned as an ESG-focused advisor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The regulatory registration year is not listed. From an investment posture, the firm allocates a meaningful portion of its assets to derivatives, indicating an emphasis on instruments used for hedging, income generation or tactical exposure rather than a pure long-only stock-and-bond allocation. Given the small scale of the business and its client mix, strategies are likely implemented directly at the account level and tailored to individual client needs.

Assets & Accounts

Investments & Alternatives

Location & Offices