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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BARDIN FINANCIAL SERVICES

BARDIN FINANCIAL SERVICES INC, CRD 108494

JACKSON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41dc0d4c-3973-1206-aee3-82d66dd8c0ba

Data as of Mar 5, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 5, 2015
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $60.0MItem 5.F on the latest filing (2015-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $60.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Accounts: 184
SEC number: 801-55709
CRD: 108494
Filings on the tape: 7
First filed: Mar 30, 2012
Latest filed: Mar 5, 2015
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VAN HULZEN ASSET MANAGEMENT	SOLE OWNER	E	yes	10/2001	Mar 30, 2012	Mar 5, 2015
VANHULZEN, CRAIG, DENNIS	CHIEF COMPLIANCE OFFICER	Na	yes	10/2004	Mar 30, 2012	Mar 5, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VAN HULZEN ASSET MANAGEMENT, LLC	n/a	Independent wealth	$2.1B	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Folsom	CA	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Feb 6, 2015	$60.0M	$60.0M	1	1	n/a	n/a	n/a
2013	Mar 28, 2014	$82.5M	$81.8M	0	0	n/a	n/a	n/a
2012	Mar 6, 2013	$79.3M	$78.1M	0	0	n/a	n/a	n/a
2011	Mar 30, 2012	$71.5M	$70.4M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$60.0M	$82.5M	-27.3%	$71.5M	-5.7%	1	0	n/a	n/a

Relationships

Affiliated with (1)

→ VAN HULZEN FINANCIAL ADVISORSRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← VAN HULZEN ASSET MANAGEMENTOwnerSOLE OWNER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← VANHULZEN, CRAIG, DENNISOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Registered with (3)

← CRAIG DENNIS VANHULZENAdvisorregistration: previous registration
Apr 19, 2002 to Jul 1, 2015factForm ADV
← BRADLEY ROBERT NICHOLSONAdvisorregistration: previous registration
Mar 5, 2015 to Jul 1, 2015factForm ADV
← CHRISTOPHER ALAN SCHREURAdvisorregistration: previous registration
Jun 5, 2006 to Jul 9, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41dc0d4c-3973-1206-aee3-82d66dd8c0ba
First observed: Mar 30, 2012
Last observed: Mar 5, 2015 140 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BARDIN FINANCIAL SERVICES

BARDIN FINANCIAL SERVICES INC, CRD 108494

JACKSON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41dc0d4c-3973-1206-aee3-82d66dd8c0ba

Data as of Mar 5, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VAN HULZEN ASSET MANAGEMENT

SOLE OWNER

yes

10/2001

Mar 30, 2012

Mar 5, 2015

VANHULZEN, CRAIG, DENNIS

CHIEF COMPLIANCE OFFICER

yes

10/2004

Mar 30, 2012

Mar 5, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VAN HULZEN ASSET MANAGEMENT, LLC

n/a

Independent wealth

$2.1B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Folsom

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Feb 6, 2015

$60.0M

n/a

2013

Mar 28, 2014

$82.5M

$81.8M

n/a

2012

Mar 6, 2013

$79.3M

$78.1M

n/a

2011

Mar 30, 2012

$71.5M

$70.4M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$60.0M

$82.5M

-27.3%

$71.5M

-5.7%

n/a