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Stephen David Bard

ZAZOVE ASSOCIATES LLC·DEERFIELD, Illinois
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520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 2615921Firm CRD# 104751
01

About

Stephen David Bard is a registered financial advisor based in DEERFIELD, Illinois, affiliated with ZAZOVE ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ZAZOVE ASSOCIATES LLC
ZAZOVE ASSOCIATES LLC
AUM
$2.3B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at ZAZOVE ASSOCIATES LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2615921
Firm CRD# 104751
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen David Bard offer?
Stephen David Bard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Stephen David Bard's credentials?
Stephen David Bard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen David Bard located?
Stephen David Bard is based in DEERFIELD, Illinois, working with ZAZOVE ASSOCIATES LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Stephen David Bard charge for services?
Stephen David Bard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAZOVE ASSOCIATES LLC?
ZAZOVE ASSOCIATES LLC has approximately 25 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEERFIELD
Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Karen Joy Scott — COE CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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