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BARE FINANCIAL SERVICES INC.

UUID2d64ce92-33f5-5fa7-8841-b74ca5ed882f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 328043 328043 1.0
sec_file_number 801-128789 801-128789

Profile

WebsiteHTTPS://WWW.LINKEDIN.COM/BAREWEALTHADVISORS
HQ CityGAP
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • BARE WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)509,336,137.0
  • RAUM (discretionary)499,245,076.0
  • Actionable assets342,898,169.0
  • Accounts2,283.0

Institutional Clients

  • Government AUM
  • Pension AUM17,179,870.0
  • Charitable AUM4,816,199.0
  • HNW AUM314,004,850.0

As of 2025-06-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.