BRADFORD FINANCIAL CENTER
CRD #110953 SEC #801-68117 CLARION, IA 515.532.6661
SEC Registered
Total AUM
$232.3M
Discretionary
$232.3M
Employees
26
Clients
0
Accounts
1,710
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $232.3M | $232.3M | $0 | 26 | 0 |
| Mar 2025 | $232.3M | $232.3M | $0 | 26 | 0 |
| Feb 2025 | $209.8M | $209.8M | $0 | 20 | 0 |
| Dec 2024 | $209.8M | $209.8M | $0 | 20 | 0 |
| Mar 2024 | $209.8M | $209.8M | $0 | 20 | 0 |
| Jan 2024 | $186.9M | $186.9M | $0 | 21 | 0 |
| Mar 2023 | $186.9M | $186.9M | $0 | 21 | 0 |
| Nov 2022 | $207.6M | $207.6M | $0 | 17 | 2 |
| Mar 2022 | $207.6M | $207.6M | $0 | 17 | 2 |
| Mar 2021 | $187.4M | $187.4M | $0 | 17 | 2 |
| Jun 2020 | $153.1M | $153.1M | $0 | 21 | 5 |
| Jun 2020 | $153.1M | $153.1M | $0 | 21 | 5 |
| Sep 2019 | $147.5M | $147.5M | $0 | 23 | 5 |
| Mar 2019 | $147.5M | $147.5M | $0 | 23 | 5 |
| Mar 2018 | $152.5M | $152.5M | $0 | 23 | 5 |
| Jun 2017 | $123.3M | $123.3M | $0 | 22 | 1,300 |
| Mar 2017 | $115M | $115M | $0 | 22 | 1,300 |
| Mar 2017 | $115M | $115M | $0 | 22 | 1,300 |
| Apr 2016 | $104.9M | $104.9M | $0 | 15 | 1,000 |
| Mar 2015 | $103.7M | $103.7M | $0 | 15 | 1,000 |
| Dec 2014 | $96M | $96M | $0 | 16 | 1,000 |
| Nov 2014 | $96M | $96M | $0 | 16 | 1,000 |
| Sep 2014 | $96M | $96M | $0 | 16 | 1,000 |
| Mar 2014 | $96M | $96M | $0 | 16 | 1,000 |
| Mar 2013 | $83.1M | $83.1M | $0 | 15 | 800 |
| Dec 2012 | $70M | $70M | $0 | 15 | 600 |
| Apr 2012 | $70M | $70M | $0 | 11 | 600 |
| Jan 2012 | $66.1M | $66.1M | $0 | 11 | 628 |
| May 2011 | $60.6M | $60.6M | $0 | -- | -- |
| Mar 2011 | $60.6M | $60.6M | $0 | -- | -- |
| Dec 2010 | $40.8M | $40.8M | $0 | -- | -- |
| Apr 2010 | $40.8M | $40.8M | $0 | -- | -- |
| Mar 2008 | $45.1M | $45.1M | $0 | -- | -- |
| Dec 2007 | $45.1M | $45.1M | $0 | -- | -- |
DateOct 2025
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$232.3M
Discretionary$232.3M
Non-Disc.$0
Employees26
Clients0
DateFeb 2025
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees20
Clients0
DateDec 2024
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees20
Clients0
DateJan 2024
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees21
Clients0
DateNov 2022
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees17
Clients2
DateMar 2022
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees17
Clients2
DateMar 2021
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees17
Clients2
DateJun 2020
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees21
Clients5
DateJun 2020
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees21
Clients5
DateSep 2019
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees23
Clients5
DateMar 2019
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees23
Clients5
DateMar 2018
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees23
Clients5
DateJun 2017
Total AUM$123.3M
Discretionary$123.3M
Non-Disc.$0
Employees22
Clients1,300
DateMar 2017
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees22
Clients1,300
DateMar 2017
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees22
Clients1,300
DateApr 2016
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees15
Clients1,000
DateMar 2015
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees15
Clients1,000
DateDec 2014
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees16
Clients1,000
DateNov 2014
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees16
Clients1,000
DateSep 2014
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2014
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees16
Clients1,000
DateMar 2013
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees15
Clients800
DateDec 2012
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees15
Clients600
DateApr 2012
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees11
Clients600
DateJan 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees11
Clients628
DateMay 2011
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees--
Clients--