Aaron
Fisher
Broadoak Asset Management, LLC
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About this Advisor
Aaron Fisher is a financial advisor operating out of Bethesda, Maryland, who has 2 years of industry experience. Fisher is an advisor for Broadoak Asset Management, LLC. Over the course of their career, they have held roles at Broakoak Capital Partners, Northwood Healthcare Partners, Envision Genomics, Wharton University Of Pennsylvania and H. I. G. Growth Partners. Fisher has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Maryland. Broadoak Asset Management, LLC is a registered investment firm that has its headquarters in Bethesda, MD. It handles $289 million in total assets across its seven client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The company provides portfolio management for pooled investment vehicles. Fees charged by financial advisors vary depending on which service is provided. Fees charged by Broadoak Asset Management, LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broadoak Asset Management, LLC Brokerage Details
$289,056,170
10
7
$41,293,739
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Aaron Fisher Work History
Aaron has been registered as a financial advisor for 2 years.*
Broakoak Capital Partners
Northwood Healthcare Partners
Envision Genomics
Wharton University Of Pennsylvania
H. I. G. Growth Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Broadoak Asset Management, LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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