Broadleaf Partners

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
2
1
1
1
1

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
Broadleaf Partners's Social MediaPopular SearchesBroadleaf Partners LLCBroad Leaf Partners LLCBroadleaf Investments IncBroad Leaf PartnersBroadleaf Capital PartnersSIC Code 62,628NAICS Code 52,523Show more

Broadleaf Partners Org Chart

PhoneEmail
JH
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Director, Financial Planning

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AH
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Director, Client Services

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MC
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Director, Client Services & Trader

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KZ
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Director, Operations

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PM
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Associate Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Broadleaf Partners

<$5M
1-10
Private
-
2005
JH
Jared HoffmanDirector, Financial Planning
$8.6M
11-50
Private
<$5M
1988
MH
Megan HallCompliance Senior VP, Operations
<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Broadleaf Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Broadleaf Partners Tech Stack

A closer look at the technologies used by Broadleaf Partners

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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: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
How do I contact Broadleaf Partners?
Broadleaf Partners contact info: Phone number: (330) 650-0921 Website: www.broadleafpartners.com
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

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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