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Bradley & Company Private Wealth Management, LLC

● SEC registered since 2018CRD 296931SEC# 801-113281
Export (members)
Reg. AUM
$224.7M
Employees
2
Accounts
337
Location

Bradley & Company Private Wealth Management, LLC assets under management

Bradley & Company Private Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $224.7 million in regulatory assets under management and employs 2 people.

Bradley & Company Private Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Dillingham Bradley ControlManaging Member, Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Bradley & Company Private Wealth Management, LLC manage?

Bradley & Company Private Wealth Management, LLC reports $224.7 million in regulatory assets under management on its Form ADV.

How many employees does Bradley & Company Private Wealth Management, LLC have?

Bradley & Company Private Wealth Management, LLC reports 2 employees.

Does Bradley & Company Private Wealth Management, LLC disclose fund performance?

Bradley & Company Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone415-655-5500
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.9M
Non-discretionary$10.8M
Total (RAUM)$224.7M