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BROAD REACH RETAIL PARTNERS LLC

MILLERSVILLE, MD · CRD 340702 · IAPD ↗ · broadreachretail.com · 786-385-8446

$309.0MRegulatory AUM
4Advisory reps
18Employees
0Clients
n/aPlanning clients
29Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — BROAD REACH RETAIL PARTNERS LLC (MILLERSVILLE, MD) is newly SEC-registered with $309.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.