BROADSTREET FINANCIAL ADVISERS LLC
Firm details
- Headquarters
- ORMOND BEACH, Florida
- CRD number
- 130311
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI97.37%
- Individuals2.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Broadstreet Financial Advisers LLC operates as a small, equity-focused RIA that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm favors direct exposure to publicly traded equities—implemented through separately managed accounts and exchange-traded vehicles—and charges advisory fees as a percentage of assets under management with supplementary hourly billing for certain services. Broadstreet does not position itself as an ESG investor, and it is not structured as a multi-state adviser or formal capital allocator; its business is concentrated and owner-led.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1RICHARD PANKRATZ
Managing MemberCRD 2613427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORMOND BEACH, FL
VOLUSIA
Location
ORMOND BEACH, FL
Headquartered in ORMOND BEACH, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- VOLUSIA
- Address
- 310 Wilmette Ave
- Time zone
- ET (UTC-5)
- Office locations
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