Overview
Assets Under Management: $639 million
Headquarters: BRANFORD, CT
High-Net-Worth Clients: 183
Average Client Assets: $3 million
Frequently Asked Questions
BARD FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110017), BARD FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
BARD FINANCIAL SERVICES, INC. is headquartered in BRANFORD, CT.
BARD FINANCIAL SERVICES, INC. serves 183 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, BARD FINANCIAL SERVICES, INC. offers portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BARD FINANCIAL SERVICES, INC. manages $639 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, BARD FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.48
Average High-Net-Worth Client Assets: $3 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