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| Bard Financial Services Inc
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|---|---|
| CRD # | 110017 |
| SEC # | 801-80696 |
| CIK # | 0001850858 |
| AUM | $573.0 MM (2024-03-28) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 203-481-7676 |
| Address | 388 East Main Street Branford, CT 06405 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 118.2 | |
| MSFT | 1,918,222.4 | 86.1 | |
| WMT | 335,434.5 | 41.7 | |
| HD | 277,648.0 | 29.9 | |
| NVDA | 399,550.0 | 21.7 | |
| JNJ | 465,600.2 | 16.2 | |
| TY | 1,435.7 | 15.8 | |
| AMGN | 130,083.0 | 15.7 | |
| MCD | 179,584.2 | 15.3 | |
| AMAT | 82,662.4 | 15.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 551 | 212.3 |
| (b) Individuals (high net worth individuals) | 128 | 271.2 |
| (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 | 1 | 3.0 |
| (h) Charitable organizations | 5 | 7.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 494.0 |
| By Discretionary | ||
| Discretionary | 1,086 | 494.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,086 | 494.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.0 | |
| Total | 1,086 | 494.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001850858] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dorsey Wright & Associates LLC
✚
|
VA | 0.6 |
|
United Advisor Group LLC
✚
|
OH | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
Beam Wealth Advisors Inc
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|
LA | 0.6 |
|
Copper Harbor Investment Advisors LLC
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|
WI | 0.6 |
|
Duncan & Haley Ltd
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|
WA | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
Kaiser Partner Financial Advisors Ltd
✚
|
0.6 |