Broadleaf Partners LLC
Legal Name: BROADLEAF PARTNERS, LLC
Full Contact Details
Broadleaf Partners LLC
9 AURORA STREET, SUITE #5, HUDSON, OH
330-650-0921
330-650-0936
Other Info
Broadleaf Partners LLC, also known as BROADLEAF PARTNERS, LLC, is an Ohio-based Limited Liability Company with two employees in advisory roles and an overall employee count of 5. With a focus on personalized financial advising, the firm serves a portfolio of three clients. The company has been granted the SEC's Approved status with a registration date of Feb 25, 2010, solidifying its reputation as a reliable financial partner.
Broadleaf Partners - Growth Focused Investment Management
We are a boutique active money management firm best known for our Broadleaf Growth Equity Portfolio (BGEP). Call us today to discuss our investment philosophy and process.
Direct Owners
-
DOUGLAS SCOTT MACKAY
CEO, CIO & CCO owns more than 50% but less than 75%
-
WILLIAM FRANK HOOVER
PRESIDENT & COO owns more than 50% but less than 75%
Top Holdings
- MICROSOFT CORP $9,701k
- Amazon.com Inc $8,733k
- Alphabet Inc $7,430k
- Apple Inc $7,307k
- Facebook Inc $7,107k
- SCHWAB STRATEGIC TR $6,136k
- THE TRADE DESK $5,540k
- salesforce.com Inc $4,773k
- VISA INC COM CL A $4,619k
- MASTERCARD INC $4,499k