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Building 2BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

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Phone415-655-5500
NotebookSEC #801-113281
Total AUM
$252M
Employees
3
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
415-655-5500
Other Offices
1

ReceiptFinancials

Total AUM
$252M
Accounts
293
Discretionary
$241M
Accounts
277
Non-Discretionary
$11.1M
Accounts
16

ContactClients

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Individual Clients
9
AUM
$3.2M
HNW Individual Clients
50
AUM
$248.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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