Active
BROADLAKE FINANCIAL MANAGEMENT
Investment Advice|SOUTH BURLINGTON, VT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$369M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 369.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105057 |
| SEC Number | 801-34761 |
| Street Address | 99 SWIFT STREET |
| Street Address 2 | SUITE 305 |
| Location | SOUTH BURLINGTON, VT 05403-7360 |
| Country | United States |
| Phone | 802-863-4463 |
| Fax | 802-864-0949 |
| Total Employees | 4 |
Client Count by Type (471 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 364 |
| High Net Worth Individual… | 94 |
| Charitable Organizations | 11 |
| Pension/Profit Sharing Pl… | 2 |
Community Partners
CITY OF BURLINGTON
CITY OF BURLINGTON - POLICE DEPARTMENT
CITY OF ESSEX JUNCTION
CITY OF SOUTH BURLINGTON
CITY OF WINOOSKI
COUNTY OF CHITTENDEN
RICHMOND TOWN OF INC
TOWN OF CHARLOTTE
TOWN OF COLCHESTER
TOWN OF ESSEX
TOWN OF HINESBURG
TOWN OF HUNTINGTON
TOWN OF JERICHO
TOWN OF MILTON
TOWN OF RICHMOND
TOWN OF SHELBURNE
TOWN OF ST. GEORGE
TOWN OF UNDERHILL
TOWN OF WESTFORD
TOWN OF WILLISTON
CITY OF BURLINGTON
CITY OF BURLINGTON - POLICE DEPARTMENT
CITY OF ESSEX JUNCTION
CITY OF SOUTH BURLINGTON
CITY OF WINOOSKI
COUNTY OF CHITTENDEN
RICHMOND TOWN OF INC
TOWN OF CHARLOTTE
TOWN OF COLCHESTER
TOWN OF ESSEX
TOWN OF HINESBURG
TOWN OF HUNTINGTON
TOWN OF JERICHO
TOWN OF MILTON
TOWN OF RICHMOND
TOWN OF SHELBURNE
TOWN OF ST. GEORGE
TOWN OF UNDERHILL
TOWN OF WESTFORD
TOWN OF WILLISTON
CITY OF BURLINGTON
CITY OF BURLINGTON - POLICE DEPARTMENT
CITY OF ESSEX JUNCTION
CITY OF SOUTH BURLINGTON
CITY OF WINOOSKI
COUNTY OF CHITTENDEN
RICHMOND TOWN OF INC
TOWN OF CHARLOTTE
TOWN OF COLCHESTER
TOWN OF ESSEX
TOWN OF HINESBURG
TOWN OF HUNTINGTON
TOWN OF JERICHO
TOWN OF MILTON
TOWN OF RICHMOND
TOWN OF SHELBURNE
TOWN OF ST. GEORGE
TOWN OF UNDERHILL
TOWN OF WESTFORD
TOWN OF WILLISTON
Municipal Government
20 Active
20
Organizations
BURLINGTON ELECTRIC DEPARTMENT
BURLINGTON FIRE DEPARTMENT
BURLINGTON HOUSING AUTHORITY
CHAMPLAIN WATER DISTRICT
CHITTENDEN COUNTY COMMUNICATIONS UNION DISTRICT
CHITTENDEN COUNTY REGIONAL PLANNING COMMISSION
CHITTENDEN COUNTY TRANSPORTATION AUTHORITY
CHITTENDEN SOLID WASTE DISTRICT
COLCHESTER FIRE DISTRICT 2
HUNTINGTON FIRE DISTRICT 1
JERICHO FIRE DISTRICT 1
JERICHO-UNDERHILL LIBRARY DISTRICT
JERICHO UNDERHILL PARK DISTRICT
JERICHO-UNDERHILL WATER DISTRICT
LAKE IROQUOIS RECREATION DIST
MILTON FIRE DISTRICT 1
RICHMOND FIRE DISTRICT 1
SOUTH BURLINGTON FIRE DISTRICT
ST GEORGE FIRE DISTRICT 1
UNDERHILL JERICHO FIRE DEPARTMENT
BURLINGTON ELECTRIC DEPARTMENT
BURLINGTON FIRE DEPARTMENT
BURLINGTON HOUSING AUTHORITY
CHAMPLAIN WATER DISTRICT
CHITTENDEN COUNTY COMMUNICATIONS UNION DISTRICT
CHITTENDEN COUNTY REGIONAL PLANNING COMMISSION
CHITTENDEN COUNTY TRANSPORTATION AUTHORITY
CHITTENDEN SOLID WASTE DISTRICT
COLCHESTER FIRE DISTRICT 2
HUNTINGTON FIRE DISTRICT 1
JERICHO FIRE DISTRICT 1
JERICHO-UNDERHILL LIBRARY DISTRICT
JERICHO UNDERHILL PARK DISTRICT
JERICHO-UNDERHILL WATER DISTRICT
LAKE IROQUOIS RECREATION DIST
MILTON FIRE DISTRICT 1
RICHMOND FIRE DISTRICT 1
SOUTH BURLINGTON FIRE DISTRICT
ST GEORGE FIRE DISTRICT 1
UNDERHILL JERICHO FIRE DEPARTMENT
BURLINGTON ELECTRIC DEPARTMENT
BURLINGTON FIRE DEPARTMENT
BURLINGTON HOUSING AUTHORITY
CHAMPLAIN WATER DISTRICT
CHITTENDEN COUNTY COMMUNICATIONS UNION DISTRICT
CHITTENDEN COUNTY REGIONAL PLANNING COMMISSION
CHITTENDEN COUNTY TRANSPORTATION AUTHORITY
CHITTENDEN SOLID WASTE DISTRICT
COLCHESTER FIRE DISTRICT 2
HUNTINGTON FIRE DISTRICT 1
JERICHO FIRE DISTRICT 1
JERICHO-UNDERHILL LIBRARY DISTRICT
JERICHO UNDERHILL PARK DISTRICT
JERICHO-UNDERHILL WATER DISTRICT
LAKE IROQUOIS RECREATION DIST
MILTON FIRE DISTRICT 1
RICHMOND FIRE DISTRICT 1
SOUTH BURLINGTON FIRE DISTRICT
ST GEORGE FIRE DISTRICT 1
UNDERHILL JERICHO FIRE DEPARTMENT
Special District
23 Active
23
Organizations
BUELS GORE SCHOOL DISTRICT
BURLINGTON SCH DIST
CHAMPLAIN VALLEY SCHOOL DISTRICT
COLCHESTER SCH DIST
ESSEX WESTFORD EDUCATIONAL COMMUNITY UNIFIED UNION SCH DIST #51
MILTON TOWN SCH DIST
MOUNT MANSFIELD UNIFIED UNION SCHOOL DISCTRICT
MT MANSFIELD UNIFIED UNION SCH DIST #401
SOUTH BURLINGTON CITY SCHOOL DIST
WINOOSKI SCHOOL DISTRICT
BUELS GORE SCHOOL DISTRICT
BURLINGTON SCH DIST
CHAMPLAIN VALLEY SCHOOL DISTRICT
COLCHESTER SCH DIST
ESSEX WESTFORD EDUCATIONAL COMMUNITY UNIFIED UNION SCH DIST #51
MILTON TOWN SCH DIST
MOUNT MANSFIELD UNIFIED UNION SCHOOL DISCTRICT
MT MANSFIELD UNIFIED UNION SCH DIST #401
SOUTH BURLINGTON CITY SCHOOL DIST
WINOOSKI SCHOOL DISTRICT
BUELS GORE SCHOOL DISTRICT
BURLINGTON SCH DIST
CHAMPLAIN VALLEY SCHOOL DISTRICT
COLCHESTER SCH DIST
ESSEX WESTFORD EDUCATIONAL COMMUNITY UNIFIED UNION SCH DIST #51
MILTON TOWN SCH DIST
MOUNT MANSFIELD UNIFIED UNION SCHOOL DISCTRICT
MT MANSFIELD UNIFIED UNION SCH DIST #401
SOUTH BURLINGTON CITY SCHOOL DIST
WINOOSKI SCHOOL DISTRICT
School District
10 Active
10
Organizations
054 SYNDICATE INC
1 FOR THE PLANET INC
251 CLUB
350 VERMONT INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
054 SYNDICATE INC
1 FOR THE PLANET INC
251 CLUB
350 VERMONT INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
054 SYNDICATE INC
1 FOR THE PLANET INC
251 CLUB
350 VERMONT INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
1659 Active
1659
Organizations
Community Partners103 organizations
CITY OF BURLINGTON
Municipal Government·SOUTH BURLINGTON
CITY OF BURLINGTON - POLICE DEPARTMENT
Municipal Government·BURLINGTON
CITY OF ESSEX JUNCTION
Municipal Government·ESSEX JUNCTION
CITY OF WINOOSKI
Municipal Government·WINOOSKI
COUNTY OF CHITTENDEN
Municipal Government·BURLINGTON
RICHMOND TOWN OF INC
Municipal Government·RICHMOND
TOWN OF CHARLOTTE
Municipal Government·CHARLOTTE
TOWN OF COLCHESTER
Municipal Government·COLCHESTER
TOWN OF ESSEX
Municipal Government·ESSEX JUNCTION
TOWN OF SHELBURNE
Municipal Government·SHELBURNE
TOWN OF UNDERHILL
Municipal Government·UNDERHILL
TOWN OF WILLISTON
Municipal Government·WILLISTON
BURLINGTON ELECTRIC DEPARTMENT
Special District·BURLINGTON
BURLINGTON FIRE DEPARTMENT
Special District·BURLINGTON
BURLINGTON HOUSING AUTHORITY
Special District·BURLINGTON
CHITTENDEN COUNTY COMMUNICATIONS UNION DISTRICT
Special District·WINOOSKI
CHITTENDEN SOLID WASTE DISTRICT
Special District·SOUTH BURLINGTON
HUNTINGTON FIRE DISTRICT 1
Special District·HUNTINGTON
JERICHO UNDERHILL PARK DISTRICT
Special District·JERICHO
LAKE IROQUOIS RECREATION DIST
Special District·WILLISTON
MILTON FIRE DISTRICT 1
Special District·MILTON
RICHMOND FIRE DISTRICT 1
Special District·RICHMOND
SOUTH BURLINGTON FIRE DISTRICT
Special District·S BURLINGTON
ST GEORGE FIRE DISTRICT 1
Special District·ST GEORGE
WILLISTON FIRE DISTRICT 1
Special District·WILLISTON
WINOOSKI HOUSING AUTHORITY INC
Special District·WINOOSKI
BUELS GORE SCHOOL DISTRICT
School District·RICHMOND
054 SYNDICATE INC
Nonprofit Organization·JERICHO
1 FOR THE PLANET INC
Nonprofit Organization·BURLINGTON
251 CLUB
Nonprofit Organization·Burlington
350 VERMONT INC
Nonprofit Organization·BURLINGTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colchester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Jericho
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Williston
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Huntington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colchester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Essex Junction
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colchester
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hinesburg
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Westford
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Burlington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Hinesburg
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shelburne
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Richmond
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Underhill
52 KIDS FOUNDATION INC
Nonprofit Organization·HINESBURG
802 CREW INC
Nonprofit Organization·Williston
919 FOUNDATION
Nonprofit Organization·MILTON
ABENAKI HEALTH & HERITAGE INC
Nonprofit Organization·Milton
ACADEMIC PARTNERS INSURANCE COMPANY
Nonprofit Organization·COLCHESTER
ACORN ADOPTION AND FAMILY SERVICES INC
Nonprofit Organization·Burlington
ADOPTION ADVOCATES INC
Nonprofit Organization·SHELBURNE
ADVANCE VERMONT INC
Nonprofit Organization·Jericho
AEROBREATH PROJECT INC
Nonprofit Organization·South Burlington
AFGHANISTAN EDUCATION FUND
Nonprofit Organization·Hinesburg
AFTER THE TRACK INC
Nonprofit Organization·Hinesburg
AFT VERMONT INC
Nonprofit Organization·BURLINGTON
AGE WELL, INC.
Nonprofit Organization·COLCHESTER
AHA ABENAKI HELPING ABENAKI INC
Nonprofit Organization·SHELBURNE
AIKIDO OF CHAMPLAIN VALLEY INC
Nonprofit Organization·Burlington
AIM4HAITI CORPORATION
Nonprofit Organization·ESSEX JUNCTION
AKEDA FOUNDATION
Nonprofit Organization·Williston
ALBERT AND VIVIAN PUZEY FOUNDATION INC
Nonprofit Organization·Essex Junction
ALL BREED RESCUE INC
Nonprofit Organization·Williston
Alliance Francaise of the Lake Champlain Region
Nonprofit Organization·Colchester
ALLIANCE RESOURCE CENTER LIMITED
Nonprofit Organization·WILLISTON
ALL-STAR HOCKEY CLASSIC
Nonprofit Organization·WILLISTON
ALNOBAIWI
Nonprofit Organization·BURLINGTON
ALPHA DELTA PI SORORITY GAMMA TAU OF ALPHA DELTA PI HOUSE CORP
Nonprofit Organization·COLCHESTER
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·Burlington
ALPHA OF VERMONT
Nonprofit Organization·Burlington
ALPHA OMEGA ALPHA HONOR MEDICAL SOCIETY
Nonprofit Organization·Burlington