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| Bradley & Company Private Wealth Management LLC
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|---|---|
| CRD # | 296931 |
| SEC # | 801-113281 |
| CIK # | 0001861678 |
| AUM | $119.2 MM (2023-02-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-655-5500 |
| Address | 1000 Brickell Plaza Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.3 | |
| MSFT | 1,918,222.4 | 7.4 | |
| GOOG | 1,482,566.4 | 6.2 | |
| COST | 207,576.9 | 5.9 | |
| AMZN | 1,092,997.8 | 5.7 | |
| AXP | 107,077.6 | 5.5 | |
| CRM | 170,602.7 | 5.5 | |
| DIS | 174,716.7 | 5.4 | |
| JPM | 340,169.2 | 5.3 | |
| TSLA | 723,390.3 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.3 |
| (b) Individuals (high net worth individuals) | 60 | 117.9 |
| (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 | 290 | 119.2 |
| By Discretionary | ||
| Discretionary | 284 | 118.0 |
| Non-Discretionary | 6 | 1.2 |
| Total | 290 | 119.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.2 | |
| Total | 290 | 119.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001861678] |
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|---|---|---|
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VA | 0.1 |
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MD | 0.1 |
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