Broomfield Advisory & Management

Overview

Broomfield Advisory & Management is organized as a sole proprietorship under individual ownership and positions itself as a capital allocator that combines advisory services with broker and professional services. The firm offers multiple billing options—percentage-of-assets, hourly, subscription, fixed fees and other arrangements—and lists a mix of business activities beyond investment advice, including real estate brokerage, insurance brokerage, accounting and law-related services. On the advisory side the firm identifies a range of services: financial planning, portfolio management for individuals and for small businesses, portfolio management for businesses or institutions, selection of other advisers and security pricing or ratings services. The firm is not marked as an active ESG investor, does not operate as a multistate adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices