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BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$224.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 213.9M |
| Non-Discretionary | 10.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 296931 |
| SEC Number | 801-113281 |
| Phone | 415-655-5500 |
| Total Employees | 2 |
Client Count by Type (58 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 50 |
| Individuals (other than H… | 8 |
County data not available for this organization.