Bradley & Company Private Wealth Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$252M
Discretionary
$241M
96% of AUM
Avg account
$860K
Accounts
293
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
296931
Registered since
May 23, 2018
Website
bradleywealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI98.73%
  • Individuals1.27%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bradley & Company Private Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. Ownership is listed as individual and the firm serves primarily individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it does not identify as an active ESG investor or a capital allocator. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Public Funds/Mutual Funds 17%, US Government Bonds 15%, Cash & Cash Equivalents 6%, State & Local Bonds 1%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds17%
  • US Government Bonds15%
  • Cash & Cash Equivalents6%
  • State & Local Bonds1%

Contacts

2 of 2
  • Michael Bradley

    Michael Bradley

    Managing PartnerCRD 4326170

  • Melissa Tiscareno

    Melissa Tiscareno

    Wealth Management SpecialistCRD 7357609

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$56.4M in ETFs

Passive

96%

$54.3M

Active

0%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$17.2M46,46330.50%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Monarch Collective

RIA

AUM $252MTEAM 6REPS 4

Baird Venture Partners Management Company IV, LLC

RIA

Milwaukee, WI

AUM $252MTEAM 14REPS 6

Principled Wealth Advisors, LLC

RIA

Covington, KY

AUM $252MTEAM 5REPS 2

Fischer Investment Strategies, LLC

RIA

Westlake Village, CA

AUM $252MTEAM 5REPS 3

DB & C Advisors, LLC

RIA

Holland, MI

AUM $252MTEAM 11REPS 10

Murphy Wealth Management Group

RIA

Fishkill, NY

AUM $252MTEAM 6REPS 3

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth