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BRADFORD FINANCIAL CENTER
119 Central Ave W
Clarion, Iowa 50525
Tel: 515.532.6661
About BRADFORD FINANCIAL CENTER
BRADFORD FINANCIAL CENTER, formally registered with the SEC as BRADFORD FINANCIAL CENTER. The firm was established in 07/23/2007. They have over 5 offices throughout the country.
BRADFORD FINANCIAL CENTER is a Clarion, Iowa based Financial Planning firm with nearly $209,761,439 assets under management, offering retirement planning & investment advisory services to 1620 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110953 |
| SEC# | 801-68117 |
| Assets Managed by Firm | $209,761,439 |
| No. of Clients | 1620 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PER CONSULTING AGREEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1620 | $209,761,439 |
| Individuals (other than high net worth individuals) | 670 | $125,856,863 |
| High net worth individuals | 77 | $82,947,413 |
| Charitable organizations | Fewer than 5 clients | $957,163 |
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