BROADVIEW WEALTH PARTNERS of BOULDER, CO is an SEC-registered investment adviser (CRD 335028). Regulatory assets under management: $304.7M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Dawn M Jones | CHIEF COMPLIANCE OFFICER | — |
| James Mcdonald Dawson | CHIEF OPERATING OFFICER; OWNER OF HOLDING COMPANY | — |
| Jamie Lyn Sladky | CHIEF EXECUTIVE OFFICER; OWNER OF HOLDING COMPANY | — |
| Dawn M. Jones | CHIEF COMPLIANCE OFFICER | — |