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Part 2A of Form ADV: Firm BrochureBroadleaf Partners, LLC 9 Aurora Street Suite 5 Hudson, OH 44236 Telephone: 3306500921 Email: mczekaj@broadleafpartners.com Web Address: www.broadleafpartners.com
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Broadleaf Partners LLC is an investment advisory firm that provides wealth management services to individual and institutional clients.
Broadleaf Partners LLC is required to file annual reports with the Securities and Exchange Commission (SEC) as an investment advisory firm.
Broadleaf Partners LLC must fill out Form ADV, which is a disclosure document that includes information about the firm's services, fees, key personnel, and potential conflicts of interest.
The purpose of Broadleaf Partners LLC is to provide investment advisory services and help clients achieve their financial goals.
Broadleaf Partners LLC must report information such as assets under management, investment strategies, key personnel, fees, and potential conflicts of interest.
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