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Home > Retirement Planners > connecticut > branford > BARD FINANCIAL SERVICES, INC.
BARD FINANCIAL SERVICES, INC.
388 East Main Street
Branford, Connecticut 06405
Tel: 203-481-7676
About BARD FINANCIAL SERVICES, INC.
BARD FINANCIAL SERVICES, INC, formally registered with the SEC as BARD FINANCIAL SERVICES, INC. The firm was established in 01/02/2015. They have over 1 offices throughout the country.
BARD FINANCIAL SERVICES, INC. is a Branford, Connecticut based Financial Planning firm with nearly $572,996,438 assets under management, offering retirement planning & investment advisory services to 1082 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110017 |
| SEC# | 801-80696 |
| Assets Managed by Firm | $572,996,438 |
| No. of Clients | 1082 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1082 | $572,996,438 |
| Individuals (other than high net worth individuals) | 559 | $150,153,439 |
| High net worth individuals | 164 | $397,693,479 |
| Pension and profit sharing plans | 5 | $8,247,083 |
| Charitable organizations | 5 | $9,407,791 |
| Corporations or other businesses | 7 | $7,494,646 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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