Bardi Co LLC

Broker-DealerFINRA Member

Total AUM

$275K

Discretionary

$275K

100% of AUM

Accounts

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Los Angeles, California
CRD number: 166134
Registered since: January 17, 2014
Website: www.bardico.com
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bardi Co LLC is a California-based limited liability company that operates as a broker-dealer and provides advisory services to institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and runs educational seminars. It also functions as a sponsor, general partner and managing member of pooled investment vehicles, and uses a mix of billing approaches including AUM fees, hourly charges and performance-based fees. The data indicate state registration in California.