Bradley Advisory
Firm details
- Headquarters
- Stevens, Pennsylvania
- CRD number
- 122098
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.87%
- HNWI40.54%
- Corporations / Businesses3.48%
- Charitable Organizations0.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bradley Advisory is a sole-proprietorship, individual-owned registered investment adviser operating as a non-independent retail RIA. The firm provides fee-based portfolio management focused on individuals, families and small businesses, and also conducts insurance brokerage. Services are delivered on a percentage-of-AUM fee model. FINTRX flags the adviser as not ESG-focused, not multi-state, and not acting as a capital allocator to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents13%
- Derivatives2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Raymond Bradley
Investment AdvisorCRD 1885402
Amanda Taylor Gehman
CRD 6249525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stevens, PA
Lancaster
Location
Stevens, PA
Headquartered in Stevens, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 1081 N Reading Rd
- Time zone
- ET (UTC-5)
- Office locations
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