BARD FINANCIAL SERVICES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,082	$573.0M
Non-Discretionary	0	$0
Total	1,082	$573.0M

Clients

Type	Number	RAUM
Individuals	559	$150.2M
HNW Individuals	164	$397.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$8.2M
Charitable organizations	5	$9.4M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$7.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	2
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation	% of AUM
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	198.5M
Both for Same	0

Portfolio Manager to Program	Sponsor
WEALTH MANAGEMENT PLATFORM - ADVISOR MANAGED PORTFOLIOS	VISION2020 WEALTH MANAGEMENT CORP.

Identifiers

SEC RIA File Number	801-80696
SEC ERA File Number	801-80696
SEC CIK Numbers	1850858
SEC CRD Numbers	110017
Legal Entity Identifier	None

Principal Office

388 EAST MAIN STREET
BRANFORD
CT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic