Bard Associates Inc.

Bard Associates Inc. (CRD# 104984) is a financial advisory firm headquartered in Chicago, IL. They manage $245,644,495 in 190 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $1,292,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, IL, MA, NY, TX

Financial Advisors at Bard Associates Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kathryn A. Schutz
CRD#: 1969787
135 S. Lasalle St., Suite 3700, Chicago, IL 60603
93
Wealthminder
score

Kathryn Schutz (CRD# 1969787) is an Investment Advisor Representative working at Bard Associates Inc. in Chicago, IL and has over 16 years of experience in the finance industry.

2
Elinor Escamilla
CRD#: 5156369
135 S Lasalle St Ste 3700, Chicago, IL 60603
90
Wealthminder
score

Elinor Escamilla (CRD# 5156369) is an Investment Advisor Representative working at Bard Associates Inc. in Chicago, IL and has 1 year of experience in the finance industry.

3
Timothy B. Johnson
CRD#: 4346580
135 S. Lasalle Street, Suite 3700, Chicago, IL 60603
87
Wealthminder
score

Timothy Johnson (CRD# 4346580) is an Investment Advisor Representative working at Bard Associates Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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