A complete list of active advisors currently associated with Broadway Advisor Group

Warmer can help you find a great advisor at Broadway Advisor Group or one who fits your needs even better.

Broadway Advisor Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing ongoing discretionary portfolio management, financial planning, and pension consulting. The firm reports roughly $215 million in assets under management across about 315 client accounts. BAG documents client objectives in an Investment Policy Statement and typically operates with discretionary trading authority, applying a mix of analysis methods (charting, fundamental, quantitative, technical, and modern portfolio theory) to construct portfolios. It invests across a broad set of instruments — mutual funds, ETFs, fixed income, real estate funds, private equity and hedge funds — and also employs higher‑complexity strategies such as options, margin, and short sales, while selecting third‑party managers after due diligence and receiving fee‑sharing arrangements. A feature that is uncommon among supported peers is that BAG sponsors a wrap‑fee program and manages wrap accounts under the same processes as non‑wrap accounts. The firm combines a small advisory team with access to alternative and complex strategies and operates under fiduciary obligations when advising retirement accounts.

To learn more about the advisors currently working at Broadway Advisor Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.