Bard Associates Inc.

Bard Associates Inc. (CRD# 104984) is a financial advisory firm headquartered in Chicago, IL. They manage $287,380,646 in 188 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,528,620
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.

CA, 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 18 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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