Bradley Wealth Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 337777
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.71%
- HNWI39.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bradley Wealth Group, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and delivers fee-based planning and portfolio management, with billing that combines a percentage-of-AUM schedule and fixed fees. Its advisory scope is focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not present itself as a capital allocator or an active ESG investor, and its filings indicate it is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Davis Bradley
Founder & CCOCRD 7485579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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