BARD ASSOCIATES INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $416.2M |
| Discretionary | $416.2M100% of AUM |
| Client Accounts | 388 |
| Avg Account Size | $1.1M |
| Employees | 10 |
| Peak AUM | $416.2MMar 2026 |
| AUM CAGR | +8.6% /yrover 25 yrs · 39 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $416M | +8.2% | +9.8% | +4.6% | |
| Discretionary AUM | $416M | ||||
Key Metrics
| Total AUM | $416.2M |
| Discretionary | $416.2M |
| Employees | 10 |
| Client Accounts | 388 |
| Client Range | 1-10 |
Contact & Location
Address
233 SOUTH WACKER DRIVE
CHICAGO IL 60606
Phone
312-782-9600
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$416M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm