BRADFORD FINANCIAL SERVICES CORP

CRD 133220 · SEC 801-117576

Visit website

MA, United States

Phone

978-809-2338

Fax

978-809-2338

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$261.9M

Discretionary AUM

$261.7M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	549	$250.7M
Corporations/business entities	28	$11.2M

States served

MA, TX, NH, FL

All web addresses on file

HTTP://WWW.BRADFORDFINANCIALSERVICES.COM

Official SEC filing: View on IAPD