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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 4
Office Locations
About Bradford Financial Center
Bradford Financial Center provides personalized wealth management that blends investment management and insurance planning, with retirement, estate, and day-to-day money management guidance. The team emphasizes in-person relationship planning and portfolio construction via asset allocation and risk management, including its Watch & Manage monitoring approach. Securities are offered through United Planners, with custody/support across platforms such as Schwab and SEI.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES WILLIAM TAUSZ
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, DIRECTOR, President
- CRD
- #442956
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Carlton Herman DeWall
--
- CRD
- #7287622
JEROME BARBER MOORE
Certified Financial Planner
- CRD
- #2728254
Oak meridian
Pathway north
- CRD
- #67941
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,709,395 | $155,419 |
| Non-Discretionary | $0 | -- |
| Total | $229,709,395 | $155,419 |
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Separately Managed Accounts
Total SMA Asset: $229,709,395
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,115,338,221 | 55.3% |
| Equity - Exchange | $1,160,927,238 | 15.6% |
| Cash | $2,165,575,809 | 29.1% |
| Total | $7,441,841,268 | 100.0% |