Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.18
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 324
Discretionary Accounts: 319
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 296931
Last Filing Date: 2024-11-22 00:00:00
Website: https://bradleyandco.com