Bard Associates Inc.

Bard Associates Inc. (CRD# 104984) is a financial advisory firm headquartered in Chicago, IL. They manage $337,059,184 in 383 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
135 S Lasalle St Ste 3700, Chicago, IL 60603
https://www.linkedin.com/company/bard-associates-inc./
By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $880,050
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bard Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Johnson, financial advisor Chicago IL
Timothy B. Johnson
CRD#: 4346580
135 S. Lasalle Street, Suite 3700, Chicago, IL 60603

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.

2
Michael Demaray, financial advisor Chicago IL
Michael Y. Demaray
CRD#: 7263480
135 S Lasalle St Ste 3700, Chicago, IL 60603

Michael Demaray (CRD# 7263480) is an Investment Advisor Representative working at Bard Associates Inc. in Chicago, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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