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Building 2BARD ASSOCIATES INC

Map pinCHICAGO, IL
Phone312-782-9600
NotebookSEC #801-28820
Total AUM
$416.2M
Employees
10
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 SOUTH WACKER DRIVE
SUITE 4400
CHICAGO
IL 60606
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
312-782-9600

ReceiptFinancials

Total AUM
$416.2M
Accounts
388
Discretionary
$416.2M
Accounts
388
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$32.3M
HNW Individual Clients
93
AUM
$364.8M
Pooled Vehicle Clients
1
AUM
$19.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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