Overview
Assets Under Management: $340 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 158
Discretionary Accounts: 157
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 120110
Last Filing Date: 2024-11-20 00:00:00
Website: https://bernardisecurities.com