# BROADVIEW FINANCIAL MANAGEMENT, LLC

BROADVIEW FINANCIAL MANAGEMENT, LLC of WAUWATOSA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 143550
- Type: SEC-registered investment adviser
- SEC file number: 801-77625
- Location: 10401 W INNOVATION DR, SUITE 100, WAUWATOSA, WI, 53226
- Phone: 414-390-1492
- Latest filing: 2026-03-30
- Regulatory AUM: $699.2M
- Discretionary AUM: $699.2M
- Clients: 9
- Accounts: 1,284

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Banfay Dailey | OWNER, MANAGER & CIO | — |
| Matthew Paul Goihl | OWNER, MANAGER & CEO | — |
| Adam William Dodge | OWNER & MANAGER | — |
| Amanda Hunn Taylor | OWNER & MANAGER | — |
| Angela Lynne Pingel | OWNER, MANAGER, GENERAL COUNSEL & CCO | — |
| PINGEL ANGELA LYNNE | GENERAL COUNSEL & CCO; OWNER, MANAGER, GENERAL COUNSEL & CCO | — |
| ARNOW F MICHAEL | OWNER & MANAGER; PARTNER; SENIOR DIRECTOR OF FINANCIAL PLANNING | — |
| SATTELL BARRY STEVEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT; OWNER & MANAGER (+4 more) | — |
| HEILBRONNER WILLIAM JEFFERY | SHAREHOLDER | — |
| DAILEY JOSEPH BANFAY | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTMENT PLANNING; OWNER & MANAGER (+4 more) | — |
| GOIHL MATTHEW PAUL | DIRECTOR OF FIANCIAL PLANNING; OWNER & MANAGER; PARTNER | — |
| REWOLINSKI WILLIAM | SHAREHOLDER | — |
| DODGE ADAM WILLIAM | OWNER & MANAGER | — |
| TAYLOR AMANDA HUNN | OWNER & MANAGER; OWNER/MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143550/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143550/similar
- Related entities: https://search.stillhousedata.com/firm/143550/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143550

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.