Bradley Gross
Bradley Gross is a CFP-designated registered investment advisor at 12 Squared, based in Studio City, CA, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees can vary depending on services requested and are negotiable.
Fee Estimator
Location
4234 Elmer Ave, Studio City, CA, 91602
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley works as an insurance broker with various carriers. This activity is insurance-related.
Employment History
Current Registrations
12 Squared
Previous Registrations
Lincoln Financial Advisors Corporation
H.D. Vest Advisory Services, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.