Bradford Financial Services Corp

RIASEC Registered

Total AUM

$262M

Discretionary

$262M

100% of AUM

Avg account

$318K

Accounts

823

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 133220
Registered since: November 6, 2019
Website: www.bradfordfinancialservices.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals95.73%
Corporations / Businesses4.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bradford Financial Services Corp is an independent registered investment adviser that registered with the SEC in 2019. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational publishing and seminars. Bradford also operates as a registered representative of a broker-dealer and as an insurance broker, and is affiliated with broker-dealers, other investment advisers, and an insurance company. The firm charges fees based on a percentage of AUM as well as hourly and fixed-fee arrangements. It identifies as a capital allocator and does not characterize itself as an active ESG investor; its filing indicates it is not a multi-state adviser.