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| Keyboard |
| Bare Financial Services Inc
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|---|---|
| CRD # | 328043 |
| SEC # | 801-128789 |
| CIK # | 0002009426 |
| AUM | 662.3 M (2026-03-26) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 717-407-5200 |
| Address | 835 Houston Run Drive Gap, PA 17527 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 218.6 |
| (b) Individuals (high net worth individuals) | 240 | 405.8 |
| (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 | 14 | 16.5 |
| (h) Charitable organizations | 8 | 7.2 |
| (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 | 6 | 14.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,815 | 662.3 |
| By Discretionary | ||
| Discretionary | 2,789 | 640.8 |
| Non-Discretionary | 26 | 21.5 |
| Total | 2,815 | 662.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.3 | |
| Total | 2,815 | 662.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009426] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail, Research |
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