Overview
Assets Under Management: $802 million
Headquarters: ALTOONA, WI
High-Net-Worth Clients: 6
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.08
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 2,530
Discretionary Accounts: 2,530
Regulatory Filings
CRD Number: 335431
Filing ID: 2007623
Last Filing Date: 2025-08-14 21:17:00
Website: https://bernicke.com