Broadmark Asset Management LLC
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Overview
Broadmark Asset Management LLC operates as a financial advisor firm that has its headquarters in San Francisco, California. The firm handles $1.3 billion in assets under management throughout seven client accounts, making it one of the largest firms in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Broadmark Asset Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, options and bonds.
Broadmark Asset Management LLC administers six of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring client approval. The firm also oversees one non-discretionary accounts with a total of $876.3 million in assets under management. Broadmark Asset Management LLC manages about $183.7 million in assets for each customer account. The typical advisor at Broadmark Asset Management LLC oversees around one client account, making it one of the most individualized firms in the country.
The firm's headquarters is at 1808 Wedemeyer Street, San Francisco, California 94129. The company is legally allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Broadmark Asset Management LLC by the Numbers
$1.3 billion
9
7
$183.7 million
Fee Structure
Financial management fees typically are based on which service is provided. Fee types charged by the company most likely are comprised of some combination of the following fee types: asset-based or performance-based. The firm participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Broadmark Asset Management LLC works with investment companies. Out of its seven customers, Broadmark Asset Management LLC's largest client group is investment companies. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Broadmark Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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