BROADVIEW FINANCIAL MANAGEMENT, LLC of WAUWATOSA, WI is an SEC-registered investment adviser (CRD 143550). Regulatory assets under management: $699.2M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| 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 | — |