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BRADLEY FOSTER & SARGENT INC
CRD 106928 · SEC 801-46616
185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, HARTFORD, CT, 06103-3402, United States
Phone
860-527-8050
Fax
860-527-0775
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.07B
Discretionary AUM
$9.07B
Team
61 total employees; 32 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 827 | $489.0M |
| High net worth individuals | 1013 | $7.57B |
| Investment companies | 2 | $109.4M |
| Pooled investment vehicles | 1 | $62.8M |
| Pension/profit sharing plans | 7 | $36.0M |
| Charitable organizations | 62 | $383.8M |
| Corporations/business entities | 32 | $426.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD