Bradley & Company Private Wealth Management, LLC

RIASEC Registered

Total AUM

$252M

Discretionary

$241M

96% of AUM

Avg account

$860K

Accounts

293

Employees

3

Advisory reps

2

Firm details

Headquarters: ,
CRD number: 296931
Registered since: May 23, 2018
Website: bradleywealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.73%
Individuals1.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bradley & Company Private Wealth Management, LLC is an independent, individually owned registered investment adviser that entered SEC registration in 2018. The firm describes its client focus as individual and family wealth management, delivering financial planning and portfolio management primarily for individuals and small businesses. Its billing mixes an asset-based fee schedule with hourly and fixed-fee engagements. Bradley & Company does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities61%
Public Funds/Mutual Funds17%
US Government Bonds15%
Cash & Cash Equivalents6%
State & Local Bonds1%

Contacts

2 of 2

Michael Bradley
Managing PartnerCRD 4326170
Melissa Tiscareno
Wealth Management SpecialistCRD 7357609

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 86

Active vs passive

$62M in ETFs

Passive

94%

$58M

Active

0%

$4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$16.4M	43,856	26.46%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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