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Dunagan William Bradley (Gainesville)


Dunagan William Bradley is an adviser based in Gainesville. It manages $4 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2004.




Dunagan William Bradley provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunagan William Bradley: assets under management

The assets under management (AUM) of Dunagan William Bradley is $4 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.08 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dunagan William Bradley for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based 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 Gainesville

The principal office where Dunagan William Bradley performs its advisory services is located at 1150 Chestatee Road N.W., Gainesville, GA 30501 The mailing address of the firm is P. O. Box 907097, Gainesville, GA 30501. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 770-534-8582 or by fax 770-536-7261. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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