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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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