Douglas
Mackay

Broadleaf Partners, LLC

CRD#2154838
Investment Advisor
in Peninsula, OH

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About this Advisor

Douglas Mackay is a chartered financial analyst who works in Peninsula, Ohio with 18 years of industry experience. Mackay is an employee of Broadleaf Partners, LLC. They have spent their complete time as a financial advisor at Broadleaf Partners, Llc. Mackay maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Broadleaf Partners, LLC is a company operating out of Hudson, OH. It manages $310 million in total assets across its 467 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 467 client accounts, 53% belong to high-net-worth individuals who have more than $1 million in investable assets. Broadleaf Partners, LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely are based on which services are provided. However, fees billed by Broadleaf Partners, LLC most likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Peninsula, OH

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Broadleaf Partners, LLC Brokerage Details

Total Assets Under Management

$309,723,661

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

467

OH Average: 1,972
Average Account Size

$663,220

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Douglas Mackay Work History

Douglas has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Broadleaf Partners, LLC

*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 Douglas Mackay 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 Broadleaf Partners, LLC

William Hoover
Hudson, OH
Douglas Mackay
Peninsula, OH
Jared Hoffman
Hudson, OH

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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