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Julie Cross Hoko

BARD FINANCIAL SERVICES, INC.·BRANFORD, Connecticut
Clean recordBARD FINANCIAL SERVICES, INC.
388 EAST MAIN STREET, BRANFORD, CT 06405CRD# 2409509Firm CRD# 110017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Cross Hoko · BRANFORD, CT
Registration
CRD #2409509 · BARD FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Cross Hoko is a registered financial advisor based in BRANFORD, Connecticut, affiliated with BARD FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BARD FINANCIAL SERVICES, INC.
BARD FINANCIAL SERVICES, INC.
AUM
$573M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARD FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2409509
Firm CRD# 110017
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Cross Hoko offer?
Julie Cross Hoko specializes in Investment Management, Fee-Only Advisory. Contact their office in BRANFORD, Connecticut for a consultation.
What are Julie Cross Hoko's credentials?
Julie Cross Hoko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Cross Hoko located?
Julie Cross Hoko is based in BRANFORD, Connecticut, working with BARD FINANCIAL SERVICES, INC.. Their office serves clients in the BRANFORD metropolitan area and surrounding communities.
How does Julie Cross Hoko charge for services?
Julie Cross Hoko's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARD FINANCIAL SERVICES, INC.?
BARD FINANCIAL SERVICES, INC. has approximately 6 employees and manages $573M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARD FINANCIAL SERVICES, INC.

Kenneth Steven Spitzbard
BRANFORD, CT
Jeffrey Michael Welsh
BRANFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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