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Bradway Financial, LLC (Longmeadow)


Bradway Financial, LLC is a large advisory firm based in Longmeadow. It manages $132.37 million of regulatory assets for 1,523 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut and Massachusetts.

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Bradway Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bradway Financial: assets under management

The assets under management (AUM) of Bradway Financial, LLC is $132.37 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $123.61 million in discretionary accounts and $8.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.9 thousand.
Bradway Financial has custody of $7.73 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bradway Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Longmeadow

The principal office where Bradway Financial, LLC performs its advisory services is located at 734 Bliss Road, Longmeadow, MA 01106, which is also the mailing address of the firm. An additional office of the firm is in West Hartford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-725-1622 or by fax 800-734-8320. The normal business hours are 9:30a to 4p on Monday - Friday. You can find more information about the New York firm at bradwayfinancial.com.


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