Broadspan Asset Management LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 329579
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Broadspan Asset Management LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is individually owned and lists its primary advisory activity as portfolio management for businesses or institutional clients. It also operates as a financial product salesperson and has an industry affiliation with a broker-dealer. Broadspan charges fees based on a percentage of assets under management and can also apply performance-based fees. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1
Michael Gerrard
CEOCRD 3008631
Contacts
1 of 1
Noah Kessler
Managing DirectorCRD 4435573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1441 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Eurocapital Advisors, Inc
RIAMiami, FL
Lifeinvest Wealth Management, Ltd
RIAMiami, FL
Gables Capital Management, Inc.
RIAMiami, FL
Longman Wealthcare Management, LLC
RIAMiami, FL
Bigsur Partners, LLC
RIAMiami, FL
Holistic Asset Management, LLC
RIAMiami, FL