|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Bard Financial Services Inc
✚
|
|
|---|---|
| CRD # | 110017 |
| SEC # | 801-80696 |
| CIK # | 0001850858 |
| AUM | $639.4 M (2025-03-31) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 203-481-7676 |
| Address | 388 East Main Street Branford, CT 06405 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 95.2 | ||
| Microsoft Corp | 75.7 | ||
| Wal Mart Stores Inc | 30.2 | ||
| Home Depot Inc | 22.7 | ||
| McDonalds Corp | 16.6 | ||
| Johnson & Johnson | 15.2 | ||
| Tri-Continental Corp | 14.9 | ||
| J P Morgan Chase & Co | 12.9 | ||
| Nvidia Corp | 12.9 | ||
| Coca Cola Co | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 148.5 |
| (b) Individuals (high net worth individuals) | 183 | 463.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.3 |
| (h) Charitable organizations | 5 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 639.4 |
| By Discretionary | ||
| Discretionary | 1,101 | 639.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,101 | 639.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 639.4 | |
| Total | 1,101 | 639.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001850858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Associates Inc
✚
|
NJ | 0.6 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.6 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
John E Sestina and Company
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |