firm profile
Bradley Foster & Sargent Inc
Overview
Bradley Foster & Sargent Inc is an SEC registered investment adviser based in Hartford, CT, registered since 1994. It reports $9.1B in assets under management across 4,971 accounts, with 61 employees. It has 24 investment adviser representatives.
- Reported AUM
- $9.1B
- Discretionary
- 100%
- Accounts
- 4,971
- Average account
- $1.8M
- Employees
- 61
- Advisory reps
- 24
- Registered since
- 1994
- Jurisdictions
- 44
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 12
- Galan George Daukas President, Chief Executive Officer CRD 1617862
- Robert Holmes Bradley III Chairman CRD 2401589
- Andrew Reginald Gordon Chief Compliance Officer CRD 7363410
9 more executive officers, with direct contact details
Advisory reps 3 of 24
- Robert Holmes Bradley III Investment Adviser Rep CRD 2401589
- Cameron Horatio Burns Investment Adviser Rep CRD 2079054
- Christina Lee Charest Investment Adviser Rep CRD 7042242
21 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 185 Asylum St Fl 11
Hartford, CT 06103 - County
- Capitol
- Metro area
- Hartford-East Hartford-Middletown, CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 44 jurisdictions
- Website: bfsfunds.com
Every state, with registration dates
Similar firms near Hartford
- Hartford Investment Management CompanyHartford, CT$124B AUM
- Conning, Inc.Hartford, CT$107B AUM
- Virtus Investment Advisers, LLCHartford, CT$51.7B AUM
- Virtus Fixed Income Advisers, LLCHartford, CT$34.9B AUM
- UBS Realty Investors LLCHartford, CT$2.3B AUM
request a demo
See what we have on Bradley Foster & Sargent Inc
We'll walk you through the full profile and how to find more firms like this one.