Bradford Financial Center
● SEC registered since 2007CRD 110953SEC# 801-68117Clarion, IA
Reg. AUM
$229.7M
Employees
26
Accounts
1,478
Location
Clarion, IA
Bradford Financial Center assets under management
Bradford Financial Center is an investment advisory firm registered with the SEC based in Clarion, IA. The firm has been registered since 2007. It reports $229.7 million in regulatory assets under management and employs 26 people.
Bradford Financial Center owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Group, Inc. Control | 100% Owner Of Bradford Financial Center | Over 75% | 2023 |
| James William Tausz Control | Chief Executive Officer, Chief Financial Officer, Chief Compliance Officer, And Director | Over 75% | 1985 |
| James William Tausz Control | President And Majority Owner Of Bradford Group, Inc. | 50-75% | 1985 |
Frequently asked questions
How much does Bradford Financial Center manage?
Bradford Financial Center reports $229.7 million in regulatory assets under management on its Form ADV.
How many employees does Bradford Financial Center have?
Bradford Financial Center reports 26 employees.
Where is Bradford Financial Center located?
Bradford Financial Center is based in Clarion, IA and has been SEC-registered since 2007.
Does Bradford Financial Center disclose fund performance?
Bradford Financial Center is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 119 Central Ave W, Clarion, IA 50525 |
| Phone | 515.532.6661 |
| Fax | 515.532.6547 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$229.7M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$229.7Mregulatory AUM
Discretionary $229.7M