Bradford & Marzec, Inc. is a large advisory firm based in Los Angeles. It manages $4.22 billion of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Louisiana, and 3 other states.
Bradford & Marzec provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bradford & Marzec, Inc. is $4.22 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bradford & Marzec, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Zelda Marzec has been acting as President since 1 Mar 1984. Jeffrey B Yamada joined the executive team most recently as the Compliance Officer.
The principal office where Bradford & Marzec, Inc. performs its advisory services is located at 333 South Hope Street, Los Angeles, CA 90071, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-687-9170 or by fax 213-687-9189. The normal business hours are 07:00 am to 04:00 pm on Monday - Friday.