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Bradford Financial Services Corp

● SEC registered since 2019CRD 133220SEC# 801-117576
Export (members)
Reg. AUM
$261.9M
Employees
1
Accounts
823
Location

Bradford Financial Services Corp assets under management

Bradford Financial Services Corp is an SEC-registered investment adviser. The firm has been registered since 2019. It reports $261.9 million in regulatory assets under management and employs 1 people.

Bradford Financial Services Corp owners & executives

1 reported
NameTitleOwnershipSince
Haralambos Ignatios Kitsos ControlOwner, CcoOver 75%1994

Frequently asked questions

How much does Bradford Financial Services Corp manage?

Bradford Financial Services Corp reports $261.9 million in regulatory assets under management on its Form ADV.

How many employees does Bradford Financial Services Corp have?

Bradford Financial Services Corp reports 1 employees.

Does Bradford Financial Services Corp disclose fund performance?

Bradford Financial Services Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone978-809-2338
Fax978-809-2338
Office hours9-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$261.9M▲ 11%
Feb '25 — $235.7MMar '25 — $235.7MApr '25 — $235.7MMay '25 — $235.7MJun '25 — $235.7MJul '25 — $235.7MAug '25 — $235.7MSep '25 — $235.7MOct '25 — $235.7MNov '25 — $235.7MDec '25 — $235.7MJan '26 — $235.7MFeb '26 — $261.9MMar '26 — $261.9MApr '26 — $261.9MMay '26 — $261.9MJun '26 — $261.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$261.9Mregulatory AUM
Discretionary $261.7MNon-discretionary $184K