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Building 2BRADLEY & COMPANY, LLC

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Phone415-655-5500
NotebookSEC #801-95175
Total AUM
$125.1M
Employees
2
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30 AM - 3:30 PM PST
Monday - Friday
Phone
415-655-5500

ReceiptFinancials

Total AUM
$125.1M
Accounts
813
Discretionary
$96.2M
Accounts
321
Non-Discretionary
$28.9M
Accounts
492

ContactClients

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Individual Clients
29
AUM
$3.1M
HNW Individual Clients
63
AUM
$122.1M

Briefcase businessServices

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

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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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