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BARDI CO. LLC
CRD 166134 · SEC 802-114617
633 5TH STREET, 28 FLOOR, LOS ANGELES, CA, 90071, United States
Phone
323-977-9960
Fax
877-774-1326
Registration
— (—)
Source
State registered
Total AUM
$275K
Discretionary AUM
$275K
Team
10 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $275K |
All web addresses on file
Official SEC filing: View on IAPD