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Bradford Financial Center

● SEC registered since 2007CRD 110953SEC# 801-68117Clarion, IA
Export (members)
Reg. AUM
$232.3M
Employees
26
Accounts
1,710
Location
Clarion, IA

Bradford Financial Center assets under management

Bradford Financial Center is an investment advisory firm registered with the SEC based in Clarion, IA. The firm has been registered since 2007. It reports $232.3 million in regulatory assets under management and employs 26 people.
www.bradfordfinancialcenter.comView on SEC.gov ↗

Bradford Financial Center owners & executives

3 reported
NameTitleOwnershipSince
Bradford Group, Inc. Control100% Owner Of Bradford Financial CenterOver 75%2023
James William Tausz ControlChief Executive Officer, Chief Financial Officer, Chief Compliance Officer, And DirectorOver 75%1985
James William Tausz ControlPresident And Majority Owner Of Bradford Group, Inc.50-75%1985

Frequently asked questions

How much does Bradford Financial Center manage?

Bradford Financial Center reports $232.3 million in regulatory assets under management on its Form ADV.

How many employees does Bradford Financial Center have?

Bradford Financial Center reports 26 employees.

Where is Bradford Financial Center located?

Bradford Financial Center is based in Clarion, IA and has been SEC-registered since 2007.

Does Bradford Financial Center disclose fund performance?

Bradford Financial Center is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address119 Central Ave W, Clarion, IA 50525
Phone515.532.6661
Fax515.532.6547
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$232.3M
Non-discretionary$0
Total (RAUM)$232.3M