SEC CRD #801-28820
Wealth Management Investment Strategy | Bard Associates Skip to main content menu Home Who We Are About Bard Associates Our Team How We Work With Clients Whom We Serve Our Services Investment Management Wealth Management Contact Us Client Login --> Investment-Led Wealth Management About Us Learn more Our Team Learn more Work With Us Learn more Whom We Serve Learn more Our Services Investment Management Learn more Wealth Management Learn more Our Team Michael Demaray CFA President View bio Tim Johnson Founder View bio Kevin Berner Trader View bio Jackie Ellis Client Relationship Manager View bio Mary Heatter CPA View bio Randy Heinig Chief Compliance Officer View bio Albert Hopfer Operations Analyst View bio Vishal Mishra CFA Research Analyst View bio Will Schackmuth Operations Manager View bio We manage assets for individuals and families, providing investment management, and financial planning services. 2026 Bard Associates, Inc. All rights reserved.
RANDY JAMES HEINIG
CCO
📞 (312) 782-9600
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AUM
$416M
Location
CHICAGO, IL
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