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BROADLEAF PARTNERS, LLC
CRD 137433 · SEC 801-71143
9 AURORA STREET, SUITE #5, HUDSON, OH, 44236, United States
Phone
330-650-0921
Fax
330-650-0936
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$551.3M
Discretionary AUM
$550.0M
Team
7 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; ASSETS UNDER SUPERVISION
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $48.2M |
| High net worth individuals | 94 | $388.5M |
| Pension/profit sharing plans | 1 | $1.4M |
| Charitable organizations | 13 | $95.4M |
| Corporations/business entities | 3 | $17.8M |
States served
MI, NY, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD