Bard Associates Inc

$416.2MAssets under management
as of May 2026 · SEC Form ADV
Chicago, IL
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Tech stack

No one at Bard Associates Inc has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Bard Associates Inc's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $179M held · filed Mar 2024
Schwab
Per Form ADV · $141M held · filed Mar 2024