Broadoak Asset Management, Llc, MD — Investment Adviser | BuildTrust

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BROADOAK ASSET MANAGEMENT, LLC

Investment AdviceBETHESDA, MD

Assets Under Management

$595.4M

Total AUM

Donut chart: Discretionary 595.4M
Category	Value
Discretionary	595.4M

Adviser Information

Field	Value
CRD Number	148901
SEC Number	801-121842
Street Address	4800 MONTGOMERY LANE
Street Address 2	SUITE 230
Location	BETHESDA, MD 20814
Country	United States
Phone	301-358-2692
Total Employees	10
Business Types	registered_representative

Client Count by Type (12 Total)

Horizontal bar chart: Pooled Investment Vehicle… 12
Category	Value
Pooled Investment Vehicle…	12