Sean
Reusch

Broadoak Asset Management, LLC

CRD#5118010
Investment Advisor
in Bethesda, MD

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About this Advisor

Sean Reusch is a financial advisor operating out of Bethesda, Maryland. Reusch works at Broadoak Asset Management, LLC. Throughout their career, Reusch has worked at Par Capital Management, Sombra Capital Management and Broadoak Asset Management. Reusch maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Maryland. Broadoak Asset Management, LLC is an advisory firm headquartered in Bethesda, MD. It oversees $289 million in total assets among its seven client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The company offers portfolio management for pooled investment vehicles. Fees charged by financial advisors largely depend on which services are offered. However, fee types charged by Broadoak Asset Management, LLC may include some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4800 Montgomery Lane Suite 230
Bethesda, MD 20814

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Broadoak Asset Management, LLC Brokerage Details

Total Assets Under Management

$289,056,170

MD Average: $6,889,882,315
Total Number of Employees

10

MD Average: 45
Total Number of Accounts

7

MD Average: 765
Average Account Size

$41,293,739

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Sean Reusch Work History

Sean has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Broadoak Asset Management

2019 - 2022 (3 years)

Sombra Capital Management

2012 - 2018 (6 years)

Par Capital Management

*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 Sean Reusch 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

Aaron Fisher
Bethesda, MD
Sean Reusch
Bethesda, MD
Michael Caspani
Bethesda, MD
Daniel Friedman
Bethesda, MD
Holly Atallah
Bethesda, MD
Bryan Poltilove
Bethesda, MD
William Snider
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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