# BARD FINANCIAL SERVICES, INC.

BARD FINANCIAL SERVICES, INC. of BRANFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 110017
- Type: SEC-registered investment adviser
- SEC file number: 801-80696
- Location: 388 EAST MAIN STREET, BRANFORD, CT, 06405
- Phone: 203-481-7676
- Latest filing: 2025-03-31
- Regulatory AUM: $639.4M
- Discretionary AUM: $639.4M
- Clients: 6
- Accounts: 1,101

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Steven Spitzbard | PRESIDENT | — |
| Jeffrey Michael Welsh | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Julie Cross Hoko | VICE PRESIDENT/SECRETARY | — |
| WELSH THEODORE MICHAEL | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SPITZBARD KENNETH STEVEN | PRESIDENT | — |
| HOKO JULIE CROSS | VICE PRESIDENT/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110017/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110017/similar
- Related entities: https://search.stillhousedata.com/firm/110017/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110017

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.