RIA Intelligence

BROADLEAF PARTNERS, LLC

CRD #137433 SEC #801-71143 HUDSON, OH 330-650-0921
SEC Registered
Total AUM
$494.7M
Discretionary
$493.9M
Employees
7
Clients
10
Accounts
526

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CZEKAJ, MICHAEL, ANDREWIRESEARCH ANALYST AND CHIEF COMPLIANCE OFFICERNA Control
CZEKAJ, MICHAEL, ANDREWIRESEARCH ANALYST AND CHIEF COMPLIANCE OFFICERNA Control
CZEKAJ, MICHAEL, ANDREWIRESEARCH ANALYST AND CHIEF COMPLIANCE OFFICERNA Control
MacKay, Peter, EdwardICCONA Control
MacKay, Peter, EdwardICCONA Control
MacKay, Peter, EdwardICCONA Control
MacKay, Peter, EdwardICCONA Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & CHIEF OPERATING OFFICERD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
HOOVER, WILLIAM, FRANKIPRESIDENT & COOD Control
MACKAY, DOUGLAS, SCOTTICHIEF COMPLIANCE OFFICER, MANAGING MEMBER, CEO & CIOD Control
MACKAY, DOUGLAS, SCOTTICHIEF COMPLIANCE OFFICER, MANAGING MEMBER, CEO & CIOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO & CIOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO & CIOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO & CIOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTIMANAGING MEMBER, CEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO & CIOD Control
MACKAY, DOUGLAS, SCOTTICEO & CIOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO, CIO & CCOD Control
MACKAY, DOUGLAS, SCOTTICEO & CIOD Control
MACKAY, DOUGLAS, SCOTTICEO & CIOD Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (7)

CA FL NE NY OH PA TX

Address

9 AURORA STREET, SUITE #5
HUDSON, OH 44236
United States
Phone: 330-650-0921