Bradley & Company LLC

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Assets, Funds, Holdings

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Bradley & Company LLC
CRD #144903
SEC #801-95175
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone415-655-5500
Address125 S King Street
Jackson, WY 83001
Source [IAPD] [Website]
Total AUM ($MM)
15012090603002005201020152021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 29 3.1
(b) Individuals (high net worth individuals) 63 122.1
(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 0 0.0
(n) Other 0 0.0
Total 813 125.1
By Discretionary
Discretionary 321 96.2
Non-Discretionary 492 28.9
Total 813 125.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 125.1
Total 813 125.1
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