Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Frequently Asked Questions
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, 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 #296931), BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated November 22, 2024. View client details ↓
According to their SEC Form ADV, BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC manages $160 million in client assets according to their SEC filing dated November 22, 2024.
According to their SEC Form ADV, BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, 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: 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