Overview
Assets Under Management: $158 million
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 141769
Last Filing Date: 2025-02-26 00:00:00
Website: https://bardencapital.com