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
By the Numbers
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Total Assets Under Management337MILLION
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Total Number of Accounts383ACCOUNTS
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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
Registered Investment Advisor
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.
1
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 (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.
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