CRD: 133220
Bradford Financial Services Corp
$261.9M Total AUM
$261.7M Disc. AUM
15.9% 3Y CAGR
1 Employees
577 ADV. Clients
29 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-03-1997
- Office Locations
- 1
Office Locations
Bradford Financial 232-234 Sutton Street North Andover MA
About Bradford Financial Services Corp
Bradford Financial Services Corp provides financial planning and portfolio management for retail investors, with support across tax, estate, and insurance needs. Portfolios emphasize asset allocation using public funds and mutual funds, with access to fixed income and alternatives/annuities as appropriate. Custody is through Fidelity/NFS; outreach is limited to select U.S. states.
Team overview
55 AVG AGE
$261.9M AVG AUM / ADVISOR
$453.8K AVG AUM / CLIENT
29.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
HARALAMBOS IGNATIOS KITSOS
Chief Compliance Officer, Owner
- CRD
- #2194430
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,673,458 | $318,338 |
| Non-Discretionary | $183,532 | $183,532 |
| Total | $261,856,990 | $318,174 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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