BROOMFIELD ADVISORY & MANAGEMENT

Overview

Broomfield Advisory & Management operates as a sole proprietorship that combines advisory services with several transactional and professional lines — including real estate brokerage, insurance brokerage, accounting and legal-related activities. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and also offers services that include selection of other advisers, publication of investment periodicals or newsletters, security pricing or ratings and market timing services. That mix suggests a hybrid practice that can both advise on and facilitate a range of client needs, with particular emphasis on real estate given the firm’s brokerage activity and stated allocation to real estate alternatives. The firm is classified as a capital allocator and lists multiple fee models (percentage of AUM, hourly, subscription, fixed, commissions and other), indicating flexibility in billing that can accommodate advisory arrangements, transaction-driven compensation and packaged services. The firm does not identify itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices