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Bickford Financial & Investment Services Inc (Bradford)


Bickford Financial & Investment Services Inc is a large advisory firm based in Bradford. It manages $26.02 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.

Bickford Financial & Investment Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bickford Financial & Investment Services: assets under management

The assets under management (AUM) of Bickford Financial & Investment Services Inc is $26.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bickford Financial & Investment Services Inc for their services and products based on a percentage of assets under management and hourly charges. 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 Bradford

The principal office where Bickford Financial & Investment Services Inc performs its advisory services is located at 81 Sunset Hill, Bradford, NH 03221, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-938-5192 or by fax 603-938-2427. The normal business hours are by appointment only on Monday - Friday.


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