Bardin Financial Services Inc (Jackson)

Name: Bardin Financial Services Inc
Address: 711 Court Street, Jackson, CA, 95642
Telephone: 209-223-1225

Bardin Financial Services Inc is an adviser based in Jackson. It manages $60 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Louisiana.

Bardin Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bardin Financial Services: assets under management

The assets under management (AUM) of Bardin Financial Services Inc is $60 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bardin Financial Services Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bardin Financial Services Inc

Jane Anne Bardin has been acting as President since 1 Jul 1998. Craig Dennis Vanhulzen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jane Anne Bardin	President	1 Jul 1998	Other	4347747
Bardin Family Revocable Trust	Shareholder	1 Jul 1998	75% - 100%	95-2324339
Christopher A Haag	Secretary	1 Oct 1999	Other	4347751
Craig Dennis Vanhulzen	Sole owner	1 Oct 2001	75% - 100%	2468474
Llc Van Hulzen Asset Management	Sole owner	1 Oct 2001	75% - 100%	116632
Van Hulzen Asset Management	Sole owner	1 Oct 2001	75% - 100%	116632
Craig Dennis Vanhulzen	Chief compliance officer	1 Oct 2004	Other	2468474

Based in Jackson

The principal office where Bardin Financial Services Inc performs its advisory services is located at 711 Court Street, Jackson, CA 95642, which is also the mailing address of the firm. An additional office of the firm is in Folsom, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-223-1225 or by fax 209-223-1360. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bardinfinancial.com.