BRADFORD FINANCIAL SERVICES CORP

BRADFORD FINANCIAL SERVICES CORP is an SEC-registered investment adviser (CRD 133220). Regulatory assets under management: $261.9M.

Registration

• CRD: 133220
• SEC file number: 801-117576
• Type: Registered investment adviser
• Phone: 978-809-2338
• Latest filing: 2026-02-17
• Regulatory AUM: $261.9M
• Discretionary AUM: $261.7M
• Non-discretionary AUM: $184K
• Clients: 1
• Accounts: 823

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133220 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search