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Bard Financial Services, Inc.

CRD 110017SEC# 801-80696Branford, CT
Export (members)
No longer SEC-registered. Bard Financial Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$639.4M
Employees
6
Accounts
1,101
Location
Branford, CT

Bard Financial Services, Inc. assets under management

Bard Financial Services, Inc. is an investment advisory firm registered with the SEC based in Branford, CT. It reports $639.4 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Bard Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Michael Welsh ControlVice President/Chief Compliance Officer25-50%2000
Julie Cross Hoko ControlVice President/Secretary10-25%2000
Kenneth Steven Spitzbard ControlPresident25-50%1986

Frequently asked questions

How much does Bard Financial Services, Inc. manage?

Bard Financial Services, Inc. reports $639.4 million in regulatory assets under management on its Form ADV.

How many employees does Bard Financial Services, Inc. have?

Bard Financial Services, Inc. reports 6 employees.

Where is Bard Financial Services, Inc. located?

Bard Financial Services, Inc. is based in Branford, CT.

Does Bard Financial Services, Inc. disclose fund performance?

Bard Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address388 East Main Street, Branford, CT 06405
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$639.4M
Non-discretionary$0
Total (RAUM)$639.4M