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BARD ASSOCIATES INC
CRD 104984 · SEC 801-28820
233 SOUTH WACKER DRIVE, SUITE 4400, CHICAGO, IL, 60606, United States
Phone
312-782-9600
Fax
312-782-3785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.2M
Discretionary AUM
$416.2M
Team
10 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $32.3M |
| High net worth individuals | 93 | $364.8M |
| Pooled investment vehicles | 1 | $19.2M |
States served
CA, CO, IL, MA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD