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BARD FINANCIAL SERVICES, INC.

Tel: 203-481-7676
388 East Main Street
Branford, Connecticut  06405

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BARD FINANCIAL SERVICES, INC.

BARD FINANCIAL SERVICES, INC. is a Branford, Connecticut based financial advisory firm with nearly $572,996,438 in assets under management and provides investment advisory services for 1082 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

110017

SEC#:

801-80696

No. of Clients:

1082

Assets under Management

$572,996,438

No. of Advisors:

6

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