Bradley & Company Private Wealth Management, LLC (Jackson)

Name: Bradley & Company Private Wealth Management, LLC
Address: 610 Broadway, Jackson, WY, 83001
Telephone: 415-655-5500

Bradley & Company Private Wealth Management, LLC is a large advisory firm based in Jackson. It manages $90.3 million of regulatory assets for 822 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Bradley & Company Private Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bradley & Company Private Wealth Management: assets under management

The assets under management (AUM) of Bradley & Company Private Wealth Management, LLC is $90.3 million. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.1 million in discretionary accounts and $11.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $273.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $21.01 thousand.

Investments

The firm invests in non-exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 16% of the firm’s portfolio. Investments in exchange traded securities form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bradley & Company Private Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bradley & Company Private Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bradley & Company Private Wealth Management is high net worth individuals with 46 clients and $76.76 million of assets under management. Among the 10 most similar advisory firms, Bradley & Company Private Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $90.3 million for 51 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bradley & Company Private Wealth Management doesn't advise any private funds.

Careers at Bradley & Company Private Wealth Management, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Dillingham Bradley	Managing member, chief compliance officer	1 Jan 2018	75% - 100%	4326170

Based in Jackson

The principal office where Bradley & Company Private Wealth Management, LLC performs its advisory services is located at 610 Broadway, Jackson, WY 83001 The mailing address of the firm is P. O. Box 1045, Jackson, WY 83001. An additional office of the firm is in Blaine, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-655-5500. The normal business hours are by appointment on Other. You can find more information about the New York firm at bradleyandco.com.