Matthew
Bradley

Peloton Wealth Strategists, Inc

CRD#4641232
Investment Advisor
in Indianapolis, IN

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About this Advisor

Matthew Bradley is a financial advisor who works in Indianapolis, Indiana who has 21 years of relevant experience. Bradley is an advisor for Peloton Wealth Strategists, Inc. They have been employed by Peloton Wealth Strategists, Inc for their whole career. Bradley maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Florida, Indiana, Kentucky and Texas. Peloton Wealth Strategists, Inc is a registered investment company operating out of Indianapolis, IN. It has $246 million in total assets between its 374 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 374 customer accounts, 100% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees for financial management depend on the type of financial services offered. Fees charged by Peloton Wealth Strategists, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8500 Keystone Crossing Suite 450
Indianapolis, IN 46240

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Peloton Wealth Strategists, Inc Brokerage Details

Total Assets Under Management

$245,983,290

IN Average: $1,347,246,178
Total Number of Employees

4

IN Average: 46
Total Number of Accounts

374

IN Average: 1,775
Average Account Size

$657,709

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Matthew Bradley Work History

Matthew has been registered as a financial advisor for 21 years.*

2009 - Present (15 years)

Peloton Wealth Strategists

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Bradley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Peloton Wealth Strategists, Inc

David Morrison
Indianapolis, IN
Stephen Carr
Indianapolis, IN
Matthew Bradley
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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