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Bradley Owen Hardy

HARDY & HARDY CO LLC·LIMA, Ohio
Clean recordHARDY & HARDY CO LLC
3605 SHAWNEE ROAD, LIMA, OH 45806CRD# 2405534Firm CRD# 145088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Owen Hardy · LIMA, OH
Registration
CRD #2405534 · HARDY & HARDY CO LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Owen Hardy is a registered financial advisor based in LIMA, Ohio, affiliated with HARDY & HARDY CO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HARDY & HARDY CO LLC
HARDY & HARDY CO LLC
AUM
$206M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HARDY & HARDY CO LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2405534
Firm CRD# 145088
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Owen Hardy offer?
Bradley Owen Hardy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LIMA, Ohio for a consultation.
What are Bradley Owen Hardy's credentials?
Bradley Owen Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Owen Hardy located?
Bradley Owen Hardy is based in LIMA, Ohio, working with HARDY & HARDY CO LLC. Their office serves clients in the LIMA metropolitan area and surrounding communities.
How does Bradley Owen Hardy charge for services?
Bradley Owen Hardy'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 HARDY & HARDY CO LLC?
HARDY & HARDY CO LLC has approximately 2 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARDY & HARDY CO LLC

Scott Richard Jensen
LIMA, OH
Jacob Shubert
LIMA, OH

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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