$176.7M Total AUM
$172.7M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2003
- Office Locations
- 1
Office Locations
-- Cambridge MA
About Bradyco Financial
Bradyco Financial is a founder-led investment manager in Cambridge, MA serving individuals and families. Bradley F. Richardson runs a capacity-limited practice focused on long-term equity investing, using a contrarian, Buffett-inspired value approach and keeping client fees low. Custody is through Charles Schwab & Co.
Team overview
67 AVG AGE
$176.7M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Unison focus Capital signal Frontier
Client Personas
Prime ember
Investment Vehicles
Capital value
Services
Pioneer focus Vector Legacy
Owner & Executives
BRADLEY FREDERICK RICHARDSON
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4675472
- Ownership
- 75% or more
(793) 519-5803
delta.value@pioneercapital.com
in linkedin.com/in/quantum-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,711,673 | $2,008,275 |
| Non-Discretionary | $4,032,861 | $4,032,861 |
| Total | $176,744,534 | $2,031,546 |
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Separately Managed Accounts
Total SMA Asset: $176,744,534
Equity - Exchange:
26.2% Cash:
36.5% U.S. Government/Agency:
9.7% Public Funds:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,623,951,715 | 26.2% |
| Cash | $2,262,375,481 | 36.5% |
| U.S. Government/Agency | $601,234,032 | 9.7% |
| Public Funds | $1,710,727,762 | 27.6% |
| Total | $6,198,288,990 | 100.0% |