Michael
Caspani
Broadoak Asset Management, LLC
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About this Advisor
Michael Caspani is a financial advisor working in Bethesda, Maryland with 3 years of relevant experience. Caspani is an employee of Broadoak Asset Management, LLC. Over the course of their career, Caspani has held roles at Tuck School Of Business Dartmouth, Rockwood Service Corp, Gca Savvian Advisors, LLC, Macquarie Capital (Usa) Inc and Broadoak Partners, LLC. Caspani maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Broadoak Asset Management, LLC is a financial advisory company based in Bethesda, MD. It has $289 million in assets across its seven client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The business offers portfolio management for pooled investment vehicles. A financial advisor's fee schedules are based on which service is offered. Fees charged by Broadoak Asset Management, LLC can be comprised of any blend 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
Michael Caspani Work History
Michael has been registered as a financial advisor for 3 years.*
Broadoak Partners, LLC
Macquarie Capital (Usa) Inc
Gca Savvian Advisors, LLC
Rockwood Service Corp
Tuck School Of Business Dartmouth
Tuck School Of Business Dartmouth
*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 Michael Caspani 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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