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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BARE Financial Services Inc
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|---|---|
| CRD # | 328043 |
| SEC # | 801-128789 |
| CIK # | 0002009426 |
| AUM | $509.3 M (2025-06-02) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 717-407-5200 |
| Address | 835 Houston Run Drive Gap, PA 17527 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.3 | ||
| Constellation Energy Corp | 0.6 | ||
| Nvidia Corp | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 545 | 166.4 |
| (b) Individuals (high net worth individuals) | 131 | 314.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 17.2 |
| (h) Charitable organizations | 7 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,283 | 509.3 |
| By Discretionary | ||
| Discretionary | 2,265 | 499.2 |
| Non-Discretionary | 18 | 10.1 |
| Total | 2,283 | 509.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.3 | |
| Total | 2,283 | 509.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009426] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marrella Private Wealth LLC
✚
|
PA | 0.5 |
|
KIRR Marbach & Company LLC
✚
|
IN | 0.5 |
|
Shakespeare Wealth Management LLC
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WI | 0.5 |
|
Winch Advisory Services LLC
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|
WI | 0.5 |
|
REAP Financial Group LLC
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|
TX | 0.5 |
|
Adaptive Financial Consulting LLC
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|
OH | 0.5 |
|
Madrona Financial Services LLC
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|
WA | 0.5 |
|
Creekside Partners Financial Advisers LLC
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|
CA | 0.5 |
|
Weinand Financial Inc
✚
|
WA | 0.5 |
|
Highland Financial Advisors LLC
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|
NJ | 0.5 |