Overview
Assets Under Management: $177 million
High-Net-Worth Clients: 24
Average Client Assets: $7 million
Frequently Asked Questions
BRADYCO FINANCIAL 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 #127204), BRADYCO FINANCIAL is subject to fiduciary duty under federal law.
BRADYCO FINANCIAL serves 24 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, BRADYCO FINANCIAL offers portfolio management for individuals. View all service details ↓
BRADYCO FINANCIAL manages $177 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, BRADYCO FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.09
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 87
Discretionary Accounts: 86
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 127204
Filing ID: 2053203
Last Filing Date: 2026-02-27 14:09:11