Bradley Advisory
Firm details
- Headquarters
- Stevens, Pennsylvania
- CRD number
- 122098
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.87%
- HNWI40.54%
- Corporations / Businesses3.48%
- Charitable Organizations0.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bradley Advisory is a sole-proprietorship, non-independent retail registered investment adviser that charges clients a percentage of assets under management. The firm serves both individual and family clients as well as some institutional relationships, and its advisory work centers on portfolio management for individuals and small businesses. Bradley Advisory also operates as an insurance broker. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents13%
- Derivatives2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Raymond Bradley
Investment AdvisorCRD 1885402
Amanda Taylor Gehman
CRD 6249525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stevens, PA
Lancaster
Location
Stevens, PA
Headquartered in Stevens, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 1081 N Reading Rd
- Time zone
- ET (UTC-5)
- Office locations
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