BRADFORD FINANCIAL SERVICES CORP
  • BRADFORD FINANCIAL SERVICES CORP
  • BRADFORD FINANCIAL SERVICES
  • HARALAMBOS I. KITSOS, DBA BRADFORD FINANCIAL SERVICES
  • BRADFORD FINANCIAL SERVICES, INC.
  • HARALAMBOS I. KITSOS

Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 11/06/2019
Other registrations (2)
Contact Info 978 xxxxxxx
Websites
AUM* 261,856,990 34%
of that, discretionary 261,673,458 75%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 318,174 43%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

262M 224M 187M 150M 112M 75M 37M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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