BRADWAY FINANCIAL, LLC
CRD #117480 SEC #801-68635 LONGMEADOW, MA 800-725-1622
SEC Registered Private Funds
Total AUM
$132.4M
Discretionary
$123.6M
Employees
6
Clients
251
Accounts
1,523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $132.4M | $123.6M | $8.8M | 6 | 300 |
| Jun 2016 | $134M | $126.6M | $7.4M | 9 | 300 |
| Mar 2016 | $123M | $115.6M | $7.4M | 8 | 200 |
| Oct 2015 | $104.5M | $104.5M | $0 | 9 | 257 |
| Mar 2015 | $104.5M | $104.5M | $0 | 9 | 257 |
| Mar 2014 | $106M | $95.7M | $10.3M | 9 | 200 |
| Dec 2013 | $111.2M | $103.2M | $8.1M | 7 | 200 |
| Oct 2013 | $111.2M | $103.2M | $8.1M | 7 | 200 |
| Mar 2013 | $111.2M | $103.2M | $8.1M | 7 | 200 |
| Mar 2012 | $143.9M | $143.9M | $0 | 1 | 200 |
| May 2011 | $99.8M | $99.8M | $0 | 5 | -- |
| Jan 2011 | $99.8M | $99.8M | $0 | 5 | -- |
| Jan 2008 | $89.7M | $89.7M | $0 | 5 | -- |
| Dec 2007 | $89.7M | $89.7M | $0 | 5 | -- |
| Nov 2007 | $89.7M | $89.7M | $0 | 5 | -- |
DateMar 2017
Total AUM$132.4M
Discretionary$123.6M
Non-Disc.$8.8M
Employees6
Clients300
DateJun 2016
Total AUM$134M
Discretionary$126.6M
Non-Disc.$7.4M
Employees9
Clients300
DateMar 2016
Total AUM$123M
Discretionary$115.6M
Non-Disc.$7.4M
Employees8
Clients200
DateOct 2015
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees9
Clients257
DateMar 2015
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees9
Clients257
DateMar 2014
Total AUM$106M
Discretionary$95.7M
Non-Disc.$10.3M
Employees9
Clients200
DateDec 2013
Total AUM$111.2M
Discretionary$103.2M
Non-Disc.$8.1M
Employees7
Clients200
DateOct 2013
Total AUM$111.2M
Discretionary$103.2M
Non-Disc.$8.1M
Employees7
Clients200
DateMar 2013
Total AUM$111.2M
Discretionary$103.2M
Non-Disc.$8.1M
Employees7
Clients200
DateMar 2012
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees5
Clients--