Overview
Assets Under Management: $639 million
Headquarters: BRANFORD, CT
High-Net-Worth Clients: 3
Average Client Assets: $49 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.23
Average High-Net-Worth Client Assets: $49 million
Total Client Accounts: 1,101
Discretionary Accounts: 1,101
Regulatory Filings
CRD Number: 110017
Filing ID: 1942703
Last Filing Date: 2025-03-31 09:40:00
Website: https://bardfinancial.com