A complete list of active advisors currently associated with DouglasBradley LLC

Warmer can help you find a great advisor at DouglasBradley LLC or one who fits your needs even better.

DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm manages about $84 million on a discretionary basis for roughly 75 client households. The firm uses a tailored, discretionary approach that combines fundamental and technical analysis and documents an investment profile for each client to set allocations and restrictions. Its primary strategy emphasizes income-producing securities—U.S. dividend-paying stocks and actively managed mutual funds—held for long time horizons, and it commonly provides non-securities financial planning advice to investment-management clients as a courtesy. Compared with many peers, the firm operates with a small advisory team while managing a multi-million-dollar client base and offers flexible engagement structures (including fixed-fee arrangements alongside percentage-based AUM billing and no stated account minimum). One principal also serves as a member manager of an independent real-estate management entity (separate from the advisory business); the firm discloses that these activities are kept separate and clients are not solicited to participate to avoid conflicts of interest.

To learn more about the advisors currently working at DouglasBradley LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.