Broadview Financial Management, LLC

Business address
10401 W. Innovation Drive, Suite 100, Wauwatosa, WI, 53226
Top securities (13F)
IEFA, IVV, BND, IVE, IVW, IJK, IEMG, VEA, IJJ, IWD, SCHG, SCHX, IJS, IJT, VNQ, SCHV, IWB, IJH, IWF, and IYR
State of incorporation
WI
Fiscal year end
31 December
Former names
SJA Financial Advisory, LLC (to 14 Feb 2023)
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Broadview Financial Management, LLC has filed 34 SEC EDGAR filings since 14 Feb 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-18465
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-18465
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-18465
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-18465
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-18465
13F-HR Open Document Open Filing 25 Nov 2024 30 Sep 2024 028-18465
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-18465
N-PX Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-18465
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-18465
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-18465
13F-HR Open Document Open Filing 15 Nov 2023 30 Sep 2023 028-18465
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-18465
13F-HR Open Document Open Filing 28 Apr 2023 31 Mar 2023 028-18465
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-18465
13F-HR Open Document Open Filing 14 Feb 2023 30 Sep 2022 028-18465
13F-HR Open Document Open Filing 03 Aug 2022 30 Jun 2022 028-18465
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-18465
13F-HR Open Document Open Filing 16 Feb 2022 31 Dec 2021 028-18465
13F-HR Open Document Open Filing 08 Nov 2021 30 Sep 2021 028-18465
13F-HR Open Document Open Filing 21 Jul 2021 30 Jun 2021 028-18465
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-18465
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-18465
13F-HR Open Document Open Filing 06 Nov 2020 30 Sep 2020 028-18465
13F-HR Open Document Open Filing 12 Aug 2020 30 Jun 2020 028-18465
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-18465
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-18465
13F-HR Open Document Open Filing 30 Oct 2019 30 Sep 2019 028-18465
13F-HR Open Document Open Filing 02 Aug 2019 30 Jun 2019 028-18465
13F-HR Open Document Open Filing 03 May 2019 31 Mar 2019 028-18465
13F-HR Open Document Open Filing 28 Jan 2019 31 Dec 2018 028-18465
13F-HR Open Document Open Filing 06 Nov 2018 30 Sep 2018 028-18465
13F-HR Open Document Open Filing 08 Aug 2018 30 Jun 2018 028-18465
13F-HR Open Document Open Filing 11 May 2018 31 Mar 2018 028-18465
13F-HR Open Document Open Filing 14 Feb 2018 31 Dec 2017 028-18465