Bradford & Marzec, Inc. (Los Angeles)

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.

Bradford & Marzec: assets under management

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 firm manages $4.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.97 million each.

Fees & Commissions

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.

Careers at Bradford & Marzec, Inc.

Zelda Marzec has been acting as President since 1 Mar 1984. Jeffrey B Yamada joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Zelda Marzec	President	1 Mar 1984	50% - 75%	2084166
Edward Theodore Bradford	Secretary/treasurer	1 Mar 1984	50% - 75%	28189
Zelda A Marzec	President	1 Mar 1984	25% - 50%	2084166
James Bristol Burley	Chief administrative officer	1 Oct 1999	Other	4344741
Jeffrey B Yamada	Compliance officer	1 Dec 2000	Other	4348036

Based in Los Angeles

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.