ELEY FINANCIAL MANAGEMENT, INC.
Legal name: BROADLAKE FINANCIAL MANAGEMENT
CRD #105057 SEC #801-34761 SOUTH BURLINGTON, VT 802-863-4463
SEC Registered
Total AUM
$369M
Discretionary
$369M
Employees
4
Clients
51
Accounts
1,157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $369M | $369M | $0 | 4 | 0 |
| Apr 2024 | $322.5M | $322.5M | $0 | 4 | 0 |
| Mar 2024 | $322.5M | $322.5M | $0 | 4 | 0 |
| Mar 2023 | $285.1M | $285.1M | $0 | 4 | 0 |
| Mar 2022 | $319.1M | $319.1M | $0 | 4 | 0 |
| Mar 2021 | $296.7M | $296.7M | $0 | 4 | 0 |
| Jun 2020 | $260.3M | $260.3M | $0 | 4 | 0 |
| Mar 2020 | $260.3M | $260.3M | $0 | 4 | 0 |
| Mar 2019 | $231.1M | $231.1M | $0 | 4 | 0 |
| Jun 2018 | $222.7M | $222.7M | $0 | 4 | 0 |
| Mar 2018 | $222.7M | $222.7M | $0 | 4 | 0 |
| Mar 2017 | $200.3M | $200.3M | $0 | 4 | 600 |
| Apr 2016 | $189.8M | $189.8M | $0 | 5 | 600 |
| Mar 2016 | $189.8M | $189.8M | $0 | 5 | 600 |
| Mar 2015 | $192.5M | $192.5M | $0 | 5 | 600 |
| Mar 2014 | $178.2M | $178.2M | $0 | 5 | 700 |
| Mar 2013 | $153.5M | $153.5M | $0 | 5 | 700 |
| Feb 2012 | $144.9M | $143.7M | $1.1M | 1 | 700 |
| Apr 2011 | $146.4M | $146.4M | $0 | 5 | -- |
| Mar 2007 | $137.6M | $136.8M | $830.6K | 10 | -- |
| Mar 2007 | $137.6M | $136.8M | $830.6K | 10 | -- |
| Feb 2007 | $137.6M | $136.8M | $830.6K | 10 | -- |
| Mar 2006 | $124.8M | $123.2M | $1.6M | 10 | -- |
| Dec 2005 | $104M | $103M | $1M | 10 | -- |
| Jun 2005 | $104M | $103M | $1M | 10 | -- |
| Jan 2004 | $86.9M | $86.4M | $586.3K | 5 | -- |
| Oct 2003 | $86.9M | $86.4M | $586.3K | 5 | -- |
| Mar 2002 | $94.7M | $93.4M | $1.3M | 5 | -- |
| Nov 2001 | $86.5M | $85.2M | $1.3M | 5 | -- |
DateMar 2025
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$285.1M
Discretionary$285.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$231.1M
Discretionary$231.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees4
Clients600
DateApr 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees5
Clients600
DateMar 2016
Total AUM$189.8M
Discretionary$189.8M
Non-Disc.$0
Employees5
Clients600
DateMar 2015
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees5
Clients600
DateMar 2014
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees5
Clients700
DateMar 2013
Total AUM$153.5M
Discretionary$153.5M
Non-Disc.$0
Employees5
Clients700
DateFeb 2012
Total AUM$144.9M
Discretionary$143.7M
Non-Disc.$1.1M
Employees1
Clients700
DateApr 2011
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$137.6M
Discretionary$136.8M
Non-Disc.$830.6K
Employees10
Clients--
DateMar 2007
Total AUM$137.6M
Discretionary$136.8M
Non-Disc.$830.6K
Employees10
Clients--
DateFeb 2007
Total AUM$137.6M
Discretionary$136.8M
Non-Disc.$830.6K
Employees10
Clients--
DateMar 2006
Total AUM$124.8M
Discretionary$123.2M
Non-Disc.$1.6M
Employees10
Clients--
DateDec 2005
Total AUM$104M
Discretionary$103M
Non-Disc.$1M
Employees10
Clients--
DateJun 2005
Total AUM$104M
Discretionary$103M
Non-Disc.$1M
Employees10
Clients--
DateJan 2004
Total AUM$86.9M
Discretionary$86.4M
Non-Disc.$586.3K
Employees5
Clients--
DateOct 2003
Total AUM$86.9M
Discretionary$86.4M
Non-Disc.$586.3K
Employees5
Clients--
DateMar 2002
Total AUM$94.7M
Discretionary$93.4M
Non-Disc.$1.3M
Employees5
Clients--
DateNov 2001
Total AUM$86.5M
Discretionary$85.2M
Non-Disc.$1.3M
Employees5
Clients--