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Broadwater Capital Management Llc
Boston, Massachusetts
Broadwater Capital Management LLC, based out of Boston, MA, is a small investment advisory firm dedicated to providing personalized financial solutions. With over 50 individual clients and a remarkable $144,369,000 in assets under management, Broadwater Capital Management LLC prides itself on delivering exceptional service and tailored investment strategies.
While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to manage employer funds, offering comprehensive solutions for diverse client needs. Broadwater Capital Management LLC exercises full dis...see more
Assets Under Mgmt
$144.37M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Broadwater Capital Management Llc
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