Broadleaf Partners is an investment advisor in Hudson with $309.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203476190
SEC advisor number
801-71143
FINRA CRD number
137433
AUM ?
$410.62 mm
(as of 19 Mar 24)
Accounts
494
(as of 19 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Broadleaf Partners
9 AURORA STREET, SUITE 5
HUDSON
OH 44236
9 AURORA STREET, SUITE 5
HUDSON
OH 44236
Phone
3306500921
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22