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BROADSTREET FINANCIAL ADVISERS LLC
CRD 130311
310 WILMETTE AVENUE, SUITE 2, ORMOND BEACH, FL, 32174, United States
Phone
386-299-4160
Fax
386-615-6098
Registration
— (—)
Source
State registered
Total AUM
$84.2M
Discretionary AUM
$84.2M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULITNG
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.2M |
| High net worth individuals | 19 | $82.0M |
Official SEC filing: View on IAPD