Adviser Profile
| As of Date | 05/25/2025 |
| Registration status | Registration Changed to BRADYCO, INC. |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 175,709,938 |
| of that, discretionary | 172,219,837 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,774,848 |
| % High Net Worth | 71.11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date10/09/2024 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date09/06/2023 | Form ADV-E View Report |