BARD FINANCIAL SERVICES, INC.

BRANFORD, Connecticut·3 registered advisors·CRD# 110017
SEC# 801-806960203-481-7676
01

Firm Overview

AUM
$573M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at BARD FINANCIAL SERVICES, INC.

3 registered advisors
Jeffrey Michael Welsh
BRANFORD, Connecticut
Julie Cross Hoko
BRANFORD, Connecticut
Kenneth Steven Spitzbard
BRANFORD, Connecticut
05

Office Locations

BRANFORD, Connecticut
3 advisors

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Data sourced from SEC Form ADV filings. BARD FINANCIAL SERVICES, INC. (CRD# 110017) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.