Overview
Assets Under Management: $209 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 120
Average Client Assets: $1.7 million
Frequently Asked Questions
BERNO FINANCIAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107425), BERNO FINANCIAL MANAGEMENT INC is subject to fiduciary duty under federal law.
BERNO FINANCIAL MANAGEMENT INC is headquartered in CINCINNATI, OH.
BERNO FINANCIAL MANAGEMENT INC serves 120 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BERNO FINANCIAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
BERNO FINANCIAL MANAGEMENT INC manages $209 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BERNO FINANCIAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.7 million
Total Client Accounts: 576
Discretionary Accounts: 510
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 107425
Filing ID: 1196039
Last Filing Date: 2018-03-29 16:40:00