J Bradin Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 317569
- Website
- jbradinfinancial.com
- Custodians
- ALTRUIST
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
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 Equities80%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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