Broad Street Capital Advisors, LLC is an independent investment consulting firm with a team of seasoned credentialed professionals providing independent, objective advice. Broad Street is exceptionally suited to build customized high quality investment programs for corporations, institutions, family groups and individuals that are serious about implementing sound financial strategies. Executive Leadership: R. Patrick Sheridan Jr. AIF Co Founder/ CEO James H. Bozman AIF Co Founder/ Executive Vice President James Mercer Treadwell, CFA Chief Investment Officer Valerie S Smithey CRCP Chief Compliance Officer Edward T Hill AIF Director Retirement Plan Consulting John A Gholson CLU Director of Benefit Consulting --- Locations Athens, Georgia* Macon, Georgia * Denotes Company Headquarters For more information visit our company website at www.bscadvisors.com.
View Top Employees from Broad Street Capital Advisors, LLC| Website | https://www.bscadvisors.com |
| Revenue | $8 million |
| Employees | 10 (4 on RocketReach) |
| Founded | 2007 |
| Address | 1550 Timothy Rd. Ste. 102, Athens, Georgia 30606, US |
| Phone | (706) 208-1166 |
| Technologies | |
| Industry | Financial Services, Finance, Corporate Retirement Plan Consulting, Investment Banking, Private Wealth Consulting, Brokerage, Institutional Consulting, Portfolio Management |
| SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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Broad Street Capital Advisors, LLC Questions
The Broad Street Capital Advisors, LLC annual revenue was $8 million in 2023.
Amy Parrish is the Director, Private Wealth Consulting of Broad Street Capital Advisors, LLC.
4 people are employed at Broad Street Capital Advisors, LLC.
Broad Street Capital Advisors, LLC is based in Athens, Georgia.
The NAICS codes for Broad Street Capital Advisors, LLC are [52, 523].
The SIC codes for Broad Street Capital Advisors, LLC are [6211, 62, 621].
Top Broad Street Capital Advisors, LLC Employees
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ViewAmy Parrish
Director, Private Wealth Consulting at Broad Street Capital Advisors, LLC
Athens, Georgia, United States
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