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Bard Financial Services
Bard Financial Services was founded in 1989 and is based in Branford, Connecticut. The firm provides financial guidance to individuals, families, and small...
Bard Financial Services
Bard Financial Services was founded in 1989 and is based in Branford, Connecticut. The firm provides financial guidance to individuals, families, and small businesses. It offers advice on investing, retirement planning, and managing wealth.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Branford
Corporate office
Branford, United States
Sector focus
Frequently asked questions
What is Bard Financial Services?
Bard Financial Services is a bank / wealth / trust headquartered in Branford, United States.
When was Bard Financial Services founded?
Bard Financial Services was founded in 1989.
Where is Bard Financial Services headquartered?
Bard Financial Services is headquartered in Branford, United States, in the North America region.
What is Bard Financial Services's assets under management?
Bard Financial Services reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Bard Financial Services?
Altss maintains an OSINT-verified profile of Bard Financial Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Bard Financial Services's website?
Bard Financial Services's public website is www.bardfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bard Financial Services?
Bard Financial Services is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Bard Financial Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Bard Financial Services's Altss profile last updated?
Bard Financial Services's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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