B
CRD: 122098
Bradley Advisory
Stevens, PA, 17578
7173360448
$74.7M Total AUM
$70.6M Disc. AUM
-- 3Y CAGR
1 Employees
300 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-24-1998
- Office Locations
- 1
Office Locations
1081 North Reading Road Stevens PA
About Bradley Advisory
Bradley Advisory is a Stevens-based RIA. The firm has been operating for 28 years. Managing $74.7M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$74.7M AVG AUM / ADVISOR
$249.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Owner & Executives
R
RAYMOND PAUL BRADLEY
Owner
- CRD
- #1885402
- Ownership
- 75% or more
(535) 361-8943
summit.unison@momentumcapital.com
in linkedin.com/in/meridian-pioneer
Showing 1 of 1 owners & executives
Unlock allContacts
A
Amanda Jane Taylor Gehman
--
- CRD
- #6249525
(735) 674-6585
alpha.insight@vertexcapital.com
in linkedin.com/in/ember-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,604,670 | -- |
| Non-Discretionary | $4,084,432 | -- |
| Total | $74,689,102 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,689,102
Equity - Exchange:
24.0% Public Funds:
24.9% Cash:
24.4% Derivatives:
10.3% Corporate - Investment Grade:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $420,345,338 | 24.0% |
| Public Funds | $436,108,289 | 24.9% |
| Cash | $427,351,094 | 24.4% |
| Derivatives | $180,398,208 | 10.3% |
| Corporate - Investment Grade | $287,235,981 | 16.4% |
| Total | $1,751,438,910 | 100.0% |