Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 63
Average Client Assets: $1.9 million
Frequently Asked Questions
BRADLEY & COMPANY, LLC 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 #144903), BRADLEY & COMPANY, LLC is subject to fiduciary duty under federal law.
BRADLEY & COMPANY, LLC serves 63 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, BRADLEY & COMPANY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRADLEY & COMPANY, LLC manages $125 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, BRADLEY & COMPANY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.55%
Average Client Assets: $1.9 million
Total Client Accounts: 813
Discretionary Accounts: 321
Non-Discretionary Accounts: 492
Regulatory Filings
CRD Number: 144903
Filing ID: 1176939
Last Filing Date: 2018-03-07 13:34:00