BRADFORD FINANCIAL CENTER

RIASEC RegisteredEst. 2007

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$155K

Accounts

1,478

Employees

Advisory reps

Firm details

Headquarters: CLARION, Iowa
CRD number: 110953
Registered since: July 23, 2007
Website: www.bradfordfinancialcenter.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals72.7%
HNWI26.25%
Corporations / Businesses0.83%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bradford Financial Center is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family clients and some institutional relationships, delivering financial planning and portfolio management for individuals and small businesses. Its fee schedule is flexible, including asset-based fees, hourly billing, fixed fees and other arrangements. Bradford does not present itself as a capital allocator and it is not identified as an active ESG investor. Professional relationships include accountants, law firms and insurance companies that support its client services.