RIA Intel›Advisers›Connecticut›BARD FINANCIAL SERVICES, INC.

BARD FINANCIAL SERVICES, INC.

Advisory

N·BRANFORD, CT

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM

$639M

1-Year AUM Growth

+16.0%

3-Year CAGR

+8.4%

Employees

3

Assets Under Management

Total AUM$639M

Discretionary AUM$639M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients768

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record19

First FilingDec 1, 2014

Latest FilingMar 28, 2024

🔒 Full AUM trend chart and 19 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BARD FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.