BRADFORD FINANCIAL SERVICES CORP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $261.9M |
| Discretionary | $261.7M100% of AUM |
| Non-Discretionary | $184K |
| Client Accounts | 823 |
| Avg Account Size | $318K |
| Employees | 1 |
| Peak AUM | $261.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $262M | +11.1% | +13.8% | +10.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $261.9M |
| Discretionary | $261.7M |
| Employees | 1 |
| Client Accounts | 823 |
| Client Range | 1-10 |
Contact & Location
Phone
978-809-2338
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$262M
99.9% of AUM
Non-Discretionary
$183,532
0.1% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant