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| Keyboard |
| Bradford Financial Services Corp
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|---|---|
| CRD # | 133220 |
| SEC # | 801-117576 |
| CIK # | |
| AUM | 261.9 M (2026-02-17) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 978-809-2338 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 549 | 250.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 823 | 261.9 |
| By Discretionary | ||
| Discretionary | 822 | 261.7 |
| Non-Discretionary | 1 | 0.2 |
| Total | 823 | 261.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.9 | |
| Total | 823 | 261.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 263.2 M |
|
Horizon Financial Services LLC
✚
|
NC | 262.4 M |
|
Brucke Financial Inc
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|
262.4 M | |
|
Kiplinger Investment Advisors LLC
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OH | 261.7 M |
|
Corepath Wealth Partners LLC
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AZ | 261.2 M |
|
Portfolio Advisors Inc
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|
CA | 261.2 M |
|
CGI Plan Advisors Inc
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|
PA | 261.0 M |
|
The Wealth Conservancy Inc
✚
|
CO | 260.0 M |
|
Archetype Advisors LLC
✚
|
PA | 260.0 M |
|
Storyone LLC
✚
|
KS | 259.4 M |