Bard Associates Inc
Bard Associates Inc is an SEC-registered wealth manager in Chicago, IL with $416.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Bard Associates Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104984, SEC 801-28820, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $416.2M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 10
- Clients
- 181
- CRD
- 104984
- Ownership
- JOHNSON, TIMOTHY, BARD; SCHUTZ, KATHRYN, ANNE; SCHEIBE, LAUREN, M; SCHEIBE, LAUREN, MICHELE; Johnson, Alexis
How much AUM does Bard Associates Inc have?
Bard Associates Inc reported $416.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Bard Associates Inc?
Disclosed owners and executives of Bard Associates Inc include JOHNSON, TIMOTHY, BARD, SCHUTZ, KATHRYN, ANNE, SCHEIBE, LAUREN, M, SCHEIBE, LAUREN, MICHELE, Johnson, Alexis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.