Bradley & Company Private Wealth Management, LLC is a large advisory firm based in Jackson. It manages $90.3 million of regulatory assets for 822 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
Bradley & Company Private Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bradley & Company Private Wealth Management, LLC is $90.3 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bradley & Company Private Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bradley & Company Private Wealth Management is high net worth individuals with 46 clients and $76.76 million of assets under management. Among the 10 most similar advisory firms, Bradley & Company Private Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $90.3 million for 51 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bradley & Company Private Wealth Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Bradley & Company Private Wealth Management, LLC performs its advisory services is located at 610 Broadway, Jackson, WY 83001 The mailing address of the firm is P. O. Box 1045, Jackson, WY 83001. An additional office of the firm is in Blaine, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-655-5500. The normal business hours are by appointment on Other. You can find more information about the New York firm at bradleyandco.com.