BARD ASSOCIATES INC

135 S Lasalle St Ste 3700
Chicago, Illinois 60603
Tel: 312-782-9600

About BARD ASSOCIATES INC

BARD ASSOCIATES INC, formally registered with the SEC as BARD ASSOCIATES INC. The firm was established in 02/06/1987. They have over 1 offices throughout the country.

BARD ASSOCIATES INC is a Chicago, Illinois based Financial Planning firm with nearly $337,059,184 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104984
SEC#	801-28820
Assets Managed by Firm	$337,059,184
No. of Clients	383
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	383	$337,059,184
Individuals (other than high net worth individuals)	89	$28,165,393
High net worth individuals	90	$295,680,114

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