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BAYARD ASSET MANAGEMENT LLC

103 Carnegie Center
Suite 108
Princeton, New Jersey 08540
Tel: 609-580-1457

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About BAYARD ASSET MANAGEMENT LLC

BAYARD ASSET MANAGEMENT LLC, formally registered with the SEC as BAYARD ASSET MANAGEMENT LLC. The firm was established in 10/25/2017. They have over 1 offices throughout the country.

BAYARD ASSET MANAGEMENT LLC is a Princeton, New Jersey based Financial Planning firm with nearly $103,036,237 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#177515
SEC#801-111921
Assets Managed by Firm$103,036,237
No. of Clients2
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2$103,036,237

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