BROADWAY ADVISOR GROUP

Overview

Broadway Advisor Group is an independent registered investment adviser that presents itself as a capital allocator for both individual & family and institutional clients. The firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Investment activity centers on public funds and mutual funds as the firm’s primary building blocks, while Broadway Advisor Group also allocates to third‑party alternative managers across private markets and hedge strategies. The adviser is set up as a limited liability company and operates with an owner-type categorized as individual. It does not position itself as an active ESG investor and reports a single-state registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices