Broad Financial

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

1 Paragon Dr Ste 270, Montvale, New Jers...

Phone Number

(845) 352-3000

Revenue

$24.1 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Broad Financial

Broad Financial specializes in Self-Directed IRA and Solo 401(k) services, offering clients the ability to control their retirement investments with checkbook control. Their services cater to individuals seeking financial freedom through alternative investments such as real estate, cryptocurrency, and private placements. With over 20,000 clients and more than 12 years in business, Broad Financial is recognized for its dedicated client support and extensive knowledge base. The company aims to empower clients to invest beyond traditional markets while providing seamless account management and support.Explore more
Broad Financial's Social MediaPopular SearchesBroad FinancialBroad Financial LLCBroad Rack Structures IncBroad Financial Group LLCBroad Financial Center LLCSIC Code 63,637NAICS Code 52,523Show more

Broad Financial Org Chart

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Chief Executive Officer

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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Broad Financial

$24.1M
11-50
Private
-
2004
$14.2M
51-200
Private
<$5M
2010
James Dennis, Owner and Board Member at IRA Financial Group
James DennisOwner and Board Member
$5.8M
11-50
Private
<$5M
1996
Yvonne Garcia, Chief Marketing Officer at IRA Resources
Yvonne GarciaChief Marketing Officer
$5.1M
11-50
Private
<$5M
2004
<$5M
1-10
Private
-
2006
Scott Little, Managing Director at The IRA
Scott LittleManaging Director
<$5M
11-50
Private
-
2007
<$5M
1-10
Private
-
2008
TC
Tina ColsonDirector, Business Development
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Broad Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Broad Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Broad Financial.

Broad Financial Tech Stack

A closer look at the technologies used by Broad Financial

Broad Financial News & Media

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Frequently Asked Questions Regarding Broad Financial

What is Broad Financial's official website?
Broad Financial's official website is www.broadfinancial.com
What is Broad Financial's Revenue?
Broad Financial's revenue is $24.1 Million
What is Broad Financial's SIC code?
Broad Financial's SIC: 63,637
What is Broad Financial's NAICS code?
Broad Financial's NAICS: 52,523
How many employees does Broad Financial have?
Broad Financial has 11-50 employees
What industry does Broad Financial belong to?
Broad Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Broad Financial competition?
Broad Financial top competitors include: IRA Advantage, IRA Resources, IRA Financial Group, Sunwest Trust
What technology does Broad Financial use?
Some of the popular technologies that Broad Financial uses are: ClickCease, WordPress.org, reCAPTCHA, PHP
How do I contact Broad Financial?
Broad Financial contact info: Phone number: (845) 352-3000 Website: www.broadfinancial.com
What does Broad Financial do?

Broad Financial specializes in Self-Directed IRA and Solo 401(k) services, offering clients the ability to control their retirement investments with checkbook control. Their services cater to individuals seeking financial freedom through alternative investments such as real estate, cryptocurrency, and private placements. With over 20,000 clients an... d more than 12 years in business, Broad Financial is recognized for its dedicated client support and extensive knowledge base. The company aims to empower clients to invest beyond traditional markets while providing seamless account management and support.Read More

What are Broad Financial social media links?
Broad Financial Linkedin page Broad Financial Twitter page Broad Financial Facebook page
Is Broad Financial a public company?
Broad Financial is private company therefore does not currently have an official ticker symbol
See more information about Broad Financial

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