BRADFORD EQUITIES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
164772
Registered since
June 28, 2012

Firm profile

FINTRX

Overview

Bradford Equities Management, LLC is an SEC-registered limited liability company that has been registered since 2012 and is owned by an individual. Regulatory filings classify the firm as unclassified rather than under a defined advisory vertical. The firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. FINTRX does not provide detail on the firm’s client segments or specific advisory services in the dataset supplied.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ROBERT SIMON

    Senior Managing DirectorCRD 6088890

Wealth teams

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Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
445 Hamilton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth