PPrivate Fund Data Log in Join · $37/mo

Bare Financial Services Inc.

● SEC registered since 2023CRD 328043SEC# 801-128789Gap, PA
Export (members)
Reg. AUM
$509.3M
Employees
19
Accounts
2,283
Location
Gap, PA

Bare Financial Services Inc. assets under management

Bare Financial Services Inc. is a registered investment adviser overseen by the SEC based in Gap, PA. The firm has been registered since 2023. It reports $509.3 million in regulatory assets under management and employs 19 people.
www.linkedin.com/barewealthadvisorsView on SEC.gov ↗

Bare Financial Services Inc. owners & executives

4 reported
NameTitleOwnershipSince
Clair Lamar King ControlPartner10-25%2025
Curtis Mark Burkholder ControlChief Compliance Officer10-25%2023
Ronald Dean Bare ControlCeo50-75%2023
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Bare Financial Services Inc. manage?

Bare Financial Services Inc. reports $509.3 million in regulatory assets under management on its Form ADV.

How many employees does Bare Financial Services Inc. have?

Bare Financial Services Inc. reports 19 employees.

Where is Bare Financial Services Inc. located?

Bare Financial Services Inc. is based in Gap, PA and has been SEC-registered since 2023.

Does Bare Financial Services Inc. disclose fund performance?

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

Contact & registration

Address835 Houston Run Drive, Suite 260, Gap, PA 17527
Phone717-407-5200
Office hours8:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$499.2M
Non-discretionary$10.1M
Total (RAUM)$509.3M