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St. Bernard Financial Services, Inc.
Russellville, Arkansas
2.0
1 Review
St. Bernard Financial Services, Inc. is a reputable investment advisory firm based out of Russellville, AR. With a total of 117 employees, including 23 dedicated to investment advisory services, the company boasts a strong team of knowledgeable professionals. Demonstrating their expertise, St. Bernard Financial Services manages an impressive average of approximately $302,520,000 in assets per investment advisor, surpassing the industry average.
Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees, ensuring that clients receive personalized and tailore...see more
Assets Under Mgmt
$104.47M
Investment Professionals
23
Locations
23
% 401K & Individual
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Registered representative of a broker-dealer
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Found to have caused investement-related business to lose authorization denied by federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Had investment related business activity restricted by federal regulatory agency
- Found to have been involved in a violation of self-regulatory organizations rules
Reviews for St. Bernard Financial Services, Inc.
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