J Bradin Financial LLC

RIAState Registered
Total AUM
$10M
Discretionary
$8.6M
86% of AUM
Avg account
$277K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
317569
Custodians
ALTRUIST
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

J Bradin Financial LLC is an independent, state-registered RIA organized as an LLC and owned by an individual advisor. The firm serves individual and family clients, charging advisory fees as a percentage of assets under management. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. In addition to investment advice, the firm conducts insurance brokerage and other financial product sales as part of its client offerings. The adviser does not identify as an ESG investor, and it operates under a single-state registration model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth