Broadleaf Partners

Q: What is Broadleaf Partners's official website?

Broadleaf Partners's official website is www.broadleafpartners.com

Q: What is Broadleaf Partners's Revenue?

Broadleaf Partners's revenue is <$5 Million

Q: What is Broadleaf Partners's SIC code?

Broadleaf Partners's SIC: 62,628

Q: What is Broadleaf Partners's NAICS code?

Broadleaf Partners's NAICS: 52,523

Q: How many employees does Broadleaf Partners have?

Broadleaf Partners has 1-10 employees

Q: What industry does Broadleaf Partners belong to?

Broadleaf Partners is in the industry of: Finance , Securities Trading

Q: What is Broadleaf Partners competition?

Broadleaf Partners top competitors include: Evanson Asset Management , Journey Capital Advisers , Columbus Macro , Garrett Nagle

Q: What technology does Broadleaf Partners use?

Some of the popular technologies that Broadleaf Partners uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Google Tag Manager

Q: How do I contact Broadleaf Partners?

Broadleaf Partners contact info: Phone number: (330) 650-0921 Website: www.broadleafpartners.com

Q: What does Broadleaf Partners do?

Broadleaf Partners is an independently owned Registered Investment Advisor (RIA) based in Hudson, Ohio, specializing in wealth management, institutional investment management, and financial planning services. The firm serves a diverse clientele, including business owners, families, institutional investors, those nearing retirement, private investor... s, and young professionals. Committed to acting in the best interests of clients, Broadleaf Partners focuses on delivering superior service and results while maintaining a proven track record of exceeding industry benchmarks. Their tailored solutions aim to empower individuals and institutions to effectively build and protect their wealth. Read More

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

9 Aurora St Ste 5, Hudson, Ohio, 44236, ...

Phone Number

(330) 650-0921

Website

www.broadleafpartners.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Broadleaf Partners

Broadleaf Partners is an independently owned Registered Investment Advisor (RIA) based in Hudson, Ohio, specializing in wealth management, institutional investment management, and financial planning services. The firm serves a diverse clientele, including business owners, families, institutional investors, those nearing retirement, private investors, and young professionals. Committed to acting in the best interests of clients, Broadleaf Partners focuses on delivering superior service and results while maintaining a proven track record of exceeding industry benchmarks. Their tailored solutions aim to empower individuals and institutions to effectively build and protect their wealth.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Broadleaf Partners Org Chart

Phone

Lisa MacKay

Director, Finance

Phone

Alyce Hoffman

Director, Client Services

Phone

Kathleen Zullo

Director, Operations

Phone

Megan Coulter

Director, Client Services & Trader

Phone

Jared Hoffman

Director, Financial Planning

Phone

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Peter MacKay

Associate Portfolio Manager

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Compare Similar Companies to Broadleaf Partners

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Broadleaf Partners

<$5M

1-10

Private

2005

Lisa MacKayDirector, Finance

NorthCoast Asset Manageme...

$8.6M

11-50

Private

<$5M

1988

Jason KruglyVice President

Columbus Macro

<$5M

1-10

Private

<$5M

2017

Craig ColumbusCEO

Evanson Asset Management

<$5M

1-10

Private

1995

Kimberly AdamsManager, Operations

Garrett Nagle

<$5M

1-10

Private

1976

Garrett NaglePresident

Journey Capital Advisers

<$5M

1-10

Private

2016

N/A

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Broadleaf Partners Tech Stack

A closer look at the technologies used by Broadleaf Partners

Google Cloud Web Serving

Google

Google Cloud Platform

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Frequently Asked Questions Regarding Broadleaf Partners

What is Broadleaf Partners's official website?

Broadleaf Partners's official website is www.broadleafpartners.com

What is Broadleaf Partners's Revenue?

Broadleaf Partners's revenue is <$5 Million

What is Broadleaf Partners's SIC code?

Broadleaf Partners's SIC: 62,628

What is Broadleaf Partners's NAICS code?

Broadleaf Partners's NAICS: 52,523

How many employees does Broadleaf Partners have?

Broadleaf Partners has 1-10 employees

What industry does Broadleaf Partners belong to?

Broadleaf Partners is in the industry of: Finance, Securities Trading

What is Broadleaf Partners competition?

Broadleaf Partners top competitors include: Evanson Asset Management, Journey Capital Advisers, Columbus Macro, Garrett Nagle

What technology does Broadleaf Partners use?

Some of the popular technologies that Broadleaf Partners uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Google Tag Manager

How do I contact Broadleaf Partners?

Broadleaf Partners contact info: Phone number: (330) 650-0921 Website: www.broadleafpartners.com

What does Broadleaf Partners do?

What are Broadleaf Partners social media links?

Broadleaf Partners Linkedin page Broadleaf Partners Twitter page Broadleaf Partners Facebook page

Is Broadleaf Partners a public company?

Broadleaf Partners is private company therefore does not currently have an official ticker symbol

See more information about Broadleaf Partners

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