BARD FINANCIAL SERVICES, INC.
CRD #110017 SEC #801-80696 BRANFORD, CT 203-481-7676
SEC Registered
Total AUM
$639.4M
Discretionary
$639.4M
Employees
6
Clients
--
Accounts
1,101
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $639.4M | $639.4M | $0 | 6 | 2 |
| Mar 2024 | $573M | $573M | $0 | 6 | 2 |
| Feb 2024 | $494M | $494M | $0 | 6 | 2 |
| Feb 2023 | $494M | $494M | $0 | 6 | 2 |
| May 2022 | $502.2M | $502.2M | $0 | 6 | 2 |
| Feb 2022 | $502.2M | $502.2M | $0 | 6 | 2 |
| Jan 2022 | $446.4M | $446.4M | $0 | 6 | 16 |
| Feb 2021 | $446.4M | $446.4M | $0 | 6 | 16 |
| Jun 2020 | $372.7M | $372.7M | $0 | 6 | 16 |
| Mar 2020 | $372.7M | $372.7M | $0 | 6 | 16 |
| Oct 2019 | $325.5M | $325.5M | $0 | 5 | 16 |
| Feb 2019 | $325.5M | $325.5M | $0 | 5 | 16 |
| Mar 2018 | $320M | $320M | $0 | 5 | 17 |
| Mar 2018 | $320M | $320M | $0 | 5 | 17 |
| Mar 2017 | $339M | $264M | $75M | 5 | 700 |
| Jan 2016 | $237M | $161M | $76M | 6 | 500 |
| Mar 2015 | $213M | $137M | $76M | 6 | 400 |
| Mar 2015 | $213M | $137M | $76M | 6 | 400 |
| Jan 2015 | $128M | $128M | $0 | 6 | 400 |
| Dec 2014 | $128M | $128M | $0 | 6 | 400 |
DateMar 2025
Total AUM$639.4M
Discretionary$639.4M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$573M
Discretionary$573M
Non-Disc.$0
Employees6
Clients2
DateFeb 2024
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees6
Clients2
DateFeb 2023
Total AUM$494M
Discretionary$494M
Non-Disc.$0
Employees6
Clients2
DateMay 2022
Total AUM$502.2M
Discretionary$502.2M
Non-Disc.$0
Employees6
Clients2
DateFeb 2022
Total AUM$502.2M
Discretionary$502.2M
Non-Disc.$0
Employees6
Clients2
DateJan 2022
Total AUM$446.4M
Discretionary$446.4M
Non-Disc.$0
Employees6
Clients16
DateFeb 2021
Total AUM$446.4M
Discretionary$446.4M
Non-Disc.$0
Employees6
Clients16
DateJun 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees6
Clients16
DateMar 2020
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees6
Clients16
DateOct 2019
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees5
Clients16
DateFeb 2019
Total AUM$325.5M
Discretionary$325.5M
Non-Disc.$0
Employees5
Clients16
DateMar 2018
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees5
Clients17
DateMar 2018
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees5
Clients17
DateMar 2017
Total AUM$339M
Discretionary$264M
Non-Disc.$75M
Employees5
Clients700
DateJan 2016
Total AUM$237M
Discretionary$161M
Non-Disc.$76M
Employees6
Clients500
DateMar 2015
Total AUM$213M
Discretionary$137M
Non-Disc.$76M
Employees6
Clients400
DateMar 2015
Total AUM$213M
Discretionary$137M
Non-Disc.$76M
Employees6
Clients400
DateJan 2015
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees6
Clients400
DateDec 2014
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees6
Clients400