BARDI CO. LLC

Broker-DealerFINRA MemberEst. 2014

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 limited liability company that operates as an investment bank and independent broker-dealer. The firm has been SEC-registered since 2014 and serves an institutional client base while offering a mix of broker-dealer and advisory services. Advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, and delivery of educational seminars and workshops. Fee arrangements combine asset-based fees, hourly charges and performance-based fees, and the firm is identified as a sponsor, general partner and managing member of pooled investment vehicles. The firm does not characterize itself as an active ESG investor.