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BARD PARTNERS LLC
CRD 310269 · SEC 801-119542
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 1 | $0 |
States served
CA
Official SEC filing: View on IAPD