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Broyhill Asset Management Pennsylvania, LLC (Fort Washington)


Broyhill Asset Management Pennsylvania, LLC is a large advisory firm based in Fort Washington. It manages $126 million of regulatory assets for 253 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Illinois, New Jersey, New York, and Pennsylvania.

Broyhill Asset Management Pennsylvania provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Broyhill Asset Management Pennsylvania: assets under management

The assets under management (AUM) of Broyhill Asset Management Pennsylvania, LLC is $126 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $126 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $498.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Broyhill Asset Management Pennsylvania, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Washington

The principal office where Broyhill Asset Management Pennsylvania, LLC performs its advisory services is located at 451 South Bethlehem Pike, Fort Washington, PA 19034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-641-2370 or by fax 215-641-2380. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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