Michael
Demaray

Bard Associates Inc

CRD#7263480
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Demaray is a chartered financial analyst who works out of Chicago, Illinois with 3 years of relevant experience. Demaray is on the advisory team at Bard Associates Inc. The advisor has gained experience at Aeg Partners and Elevated Capital LLC. Demaray can advise clients in California, Colorado, Florida, Illinois, Massachusetts and Texas. Bard Associates Inc is a registered investment firm that has its headquarters in Chicago, IL. It administers $310 million in total assets among its 382 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 382 client accounts, 47% are held by high-net-worth clients who have more than $1 million in assets available to invest. Bard Associates Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advisory services largely are based on the type of financial services provided. However, fees billed by Bard Associates Inc typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

135 S Lasalle St Ste 3700
Chicago, IL 60603

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Bard Associates Inc Brokerage Details

Total Assets Under Management

$309,851,664

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

382

IL Average: 2,564
Average Account Size

$811,130

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Michael Demaray Work History

Michael has been registered as a financial advisor for 3 years.*

2019 - 2020 (1 year)

Aeg Partners

2005 - 2019 (14 years)

Elevated Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Demaray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bard Associates Inc

Michael Demaray
Chicago, IL
Timothy Johnson
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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