Monday, November 16, 2020 6:42:37 PM
Bard Financial Services, Inc does business with a broad range of customers. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 980 clients, Bard Financial Services, Inc's largest client type by number of accounts is retail investors, although it also caters to 83 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.
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