Broadoak Partners, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 143527
- Registered since
- June 25, 2007
- Website
- broadoak.com
Firm profile
FINTRXOverview
Broadoak Partners, LLC is organized as a limited liability company and is SEC-registered (initial registration recorded in 2007). FINTRX classifies the firm as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser for regulatory purposes, and is not identified as a pension consultant or related adviser. Broadoak has not provided descriptive detail in FINTRX about its advisory or business activities and client base.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
William Snider
PartnerCRD 2553714
Michael Caspani
Managing DirectorsCRD 5170960
Daniel Friedman
Vice PresidentCRD 6328787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 4800 Montgomery Ln
- Time zone
- ET (UTC-5)
- Office locations
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