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BRADLEY ADVISORY
RAYMOND P. BRADLEY, CHFC
CRD 122098
1081 NORTH READING ROAD, STEVENS, PA, 17578, United States
Phone
717-336-0448
Fax
717-336-0448
Registration
— (—)
Source
State registered
Total AUM
$74.7M
Discretionary AUM
$70.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $41.7M |
| High net worth individuals | 18 | $30.3M |
| Charitable organizations | 1 | $89K |
| Corporations/business entities | 1 | $2.6M |
Official SEC filing: View on IAPD