BARD ASSOCIATES INC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 104984
- Registered since
- February 6, 1987
- Website
- www.bardassociatesinc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.64%
- Individuals7.76%
- Pooled Investment Vehicles4.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bard Associates Inc. is an independent, privately owned registered investment adviser organized as a corporation and operating since 1987. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Bard is not positioned as an ESG-focused or multi-state adviser and does not identify as a capital allocator or pension consultant. The firm also takes on sponsor/GP/managing-member roles in pooled investment vehicles, indicating active involvement in privately managed funds it sponsors or operates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1RANDY HEINIG
Chief Compliance OfficerCRD 6414206
Contacts
3 of 3LAUREN SCHEIBE
AnalystCRD 5029939
Michael Demaray
Executive Vice PresidentCRD 7263480
TIMOTHY JOHNSON
PresidentCRD 4346580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$110M in ETFs
77%
$84.4M
23%
$25.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $25.3M | 499,892 | 23.04% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 233 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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