1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BRADFORD FINANCIAL CENTER

Map pinCLARION, IA
Phone515.532.6661
NotebookSEC #801-68117
Total AUM
$229.7M
Employees
26
Clients
711

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
119 CENTRAL AVE W
CLARION
IA 50525
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
515.532.6661
Other Offices
3

ReceiptFinancials

Total AUM
$229.7M
Accounts
1,478
Discretionary
$229.7M
Accounts
1,478
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
597
AUM
$167M
HNW Individual Clients
102
AUM
$60.3M
Charitable Organization Clients
1
AUM
$507.6K
Corporation or Business Clients
11
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PER CONSULTING AGREEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLIAILINKSKYMIMNMOMSMTNCNENJNVOHSDTNTXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account