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Jane, Rodney Bradford (Westborough)


Jane, Rodney Bradford is an adviser based in Westborough. It manages $9.3 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2002.




Jane, Rodney Bradford provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jane, Rodney Bradford: assets under management

The assets under management (AUM) of Jane, Rodney Bradford is $9.3 million. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.02 million in discretionary accounts and $8.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.76 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jane, Rodney Bradford for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westborough

The principal office where Jane, Rodney Bradford performs its advisory services is located at 17 Piccadilly Way, Westborough, MA 01581, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-366-4859 or by fax 508-366-5209. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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