Overview
Assets Under Management: $230 million
Headquarters: CLARION, IA
High-Net-Worth Clients: 102
Average Client Assets: $0.6 million
Frequently Asked Questions
BRADFORD FINANCIAL CENTER is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110953), BRADFORD FINANCIAL CENTER is subject to fiduciary duty under federal law.
BRADFORD FINANCIAL CENTER is headquartered in CLARION, IA.
BRADFORD FINANCIAL CENTER serves 102 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, BRADFORD FINANCIAL CENTER offers financial planning and portfolio management for individuals. View all service details ↓
BRADFORD FINANCIAL CENTER manages $230 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, BRADFORD FINANCIAL CENTER serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.25%
Average Client Assets: $0.6 million
Total Client Accounts: 1,478
Discretionary Accounts: 1,478
Regulatory Filings
CRD Number: 110953
Filing ID: 2056862
Last Filing Date: 2026-03-26 17:23:52