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Building 2BRADFORD FINANCIAL SERVICES CORP

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Phone978-809-2338
NotebookSEC #801-117576
Total AUM
$261.9M
Employees
1
Clients
577

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
978-809-2338
Other Offices
1

ReceiptFinancials

Total AUM
$261.9M
Accounts
823
Discretionary
$261.7M
Accounts
822
Non-Discretionary
$183.5K
Accounts
1

ContactClients

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Individual Clients
549
AUM
$250.7M
Corporation or Business Clients
28
AUM
$11.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

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

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