BA
CFA
BA
CFA

Bradford Angle

15 Years of Experience
Newport Beach, CA
Broker

Bradford Angle is a CFA-designated registered investment advisor at Pgim, INC., based in Newport Beach, CA, with 15 years of industry experience. Bradford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 611 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
611 clients
Average Client Portfolio
$1.9B average
Assets Under Management
$1131.6B

Fee Structure

Investment management only (planning not offered)

PGIM Real Estate charges advisory fees that vary based on factors such as the client type, investment strategy, and investment amount. Base management fees for investments in managed funds are customarily offered in tiered schedules with breakpoints linked to the amount of assets invested or committed, meaning the fee rate decreases as the portfolio size increases. Compensation structures may include base management fees, acquisition fees, disposition fees, cash management fees, and performance-based compensation.

Loading...

Location

Newport Beach, CA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Prudential Investment Management Services LLC
November 2024 - Present · 1 yr 11 mos
Pgim, INC.
November 2024 - Present · 1 yr 11 mos
Prudential Investment Management Services LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
February 2024 - October 2024 · 8 mos
Schroder Fund Advisors LLCBroker
November 2018 - February 2024 · 5 yrs 3 mos
Apollo Global Securities, LLCBroker
December 2016 - May 2018 · 1 yr 5 mos
Pimco Investments LLCBroker
February 2011 - June 2016 · 5 yrs 4 mos
Allianz Global Investors Distributors LLCBroker
September 2010 - February 2011 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors