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Building 2BARD FINANCIAL SERVICES, INC.

Map pinBRANFORD, CT
Phone203-481-7676
NotebookSEC #801-80696
Total AUM
$639.4M
Employees
6
Clients
768

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
388 EAST MAIN STREET
BRANFORD
CT 06405
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-481-7676

ReceiptFinancials

Total AUM
$639.4M
Accounts
1,101
Discretionary
$639.4M
Accounts
1,101
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
566
AUM
$148.5M
HNW Individual Clients
183
AUM
$463.5M
Pension/Profit Sharing Plan Clients
5
AUM
$9.3M
Charitable Organization Clients
5
AUM
$9.6M
Corporation or Business Clients
9
AUM
$8.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANCNHNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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