BARD FINANCIAL SERVICES, INC. of BRANFORD, CT is an SEC-registered investment adviser (CRD 110017). Regulatory assets under management: $639.4M.
Compensation: % of AUM.
Clients served: High net worth, Pensions.
| 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 | — |