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BRADFORD FINANCIAL CENTER
CRD 110953 · SEC 801-68117
119 CENTRAL AVE W, CLARION, IA, 50525, United States
Phone
515.532.6661
Fax
515.532.6547
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.7M
Discretionary AUM
$229.7M
Team
26 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PER CONSULTING AGREEMENT
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 597 | $167.0M |
| High net worth individuals | 102 | $60.3M |
| Corporations/business entities | 11 | $1.9M |
States served
AZ, AR, CA, CO, IL, IN, IA, KS, KY, MI, MN, MS, MT, NE, NV, NJ, NC, OH, TN, VA, MO, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD