Overview
Assets Under Management: $509 million
Headquarters: GAP, PA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Frequently Asked Questions
BARE 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 #328043), BARE FINANCIAL SERVICES INC. is subject to fiduciary duty under federal law.
BARE FINANCIAL SERVICES INC. is headquartered in GAP, PA.
BARE FINANCIAL SERVICES INC. serves 131 high-net-worth clients according to their SEC filing dated June 02, 2025. View client details ↓
According to their SEC Form ADV, BARE FINANCIAL SERVICES INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BARE FINANCIAL SERVICES INC. manages $509 million in client assets according to their SEC filing dated June 02, 2025.
According to their SEC Form ADV, BARE FINANCIAL SERVICES INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,283
Discretionary Accounts: 2,265
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 328043
Filing ID: 1995044
Last Filing Date: 2025-06-02 10:30:00
Website: https://barewealthadvisors.com