BRADLEY ADVISORY

BRADLEY ADVISORY of STEVENS, PA is an SEC-registered investment adviser (CRD 122098). Regulatory assets under management: $74.7M.

Registration

• CRD: 122098
• Type: Registered investment adviser
• Location: 1081 NORTH READING ROAD, STEVENS, PA, 17578
• Phone: 717-336-0448
• Latest filing: 2025-03-18
• Regulatory AUM: $74.7M
• Discretionary AUM: $70.6M
• Non-discretionary AUM: $4.1M
• Clients: 1
• Accounts: 348

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search