Unclaimed Profile

Harriet Dupree Bradley

DUPREE & COMPANY, INC.·LEXINGTON, Kentucky

Clean recordDUPREE & COMPANY, INC.

125 SOUTH MILL ST STE 100, LEXINGTON, KY 40507CRD# 6326822Firm CRD# 1697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harriet Dupree Bradley · LEXINGTON, KY

Registration

CRD #6326822 · DUPREE & COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Harriet Dupree Bradley is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with DUPREE & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

DUPREE & COMPANY, INC.

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DUPREE & COMPANY, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6326822

Firm CRD# 1697

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Harriet Dupree Bradley offer?

Harriet Dupree Bradley specializes in Investment Management, Fee-Only Advisory. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Harriet Dupree Bradley's credentials?

Harriet Dupree Bradley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harriet Dupree Bradley located?

Harriet Dupree Bradley is based in LEXINGTON, Kentucky, working with DUPREE & COMPANY, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Harriet Dupree Bradley charge for services?

Harriet Dupree Bradley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUPREE & COMPANY, INC.?

DUPREE & COMPANY, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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