BERNARDI ASSET MANAGEMENT, LLC
Northfield, Illinois
Bernardi Asset Management, LLC is a reputable local investment advisory firm located in Northfield, IL. With a strong presence in the industry, they have established themselves as a trusted partner for individuals seeking personalized financial guidance. The company operates from a single office, where their team of 15 dedicated professionals works diligently to provide exceptional investment advisory services.
Out of the 15 employees, 12 specialize in offering expert investment advice to their diverse clientele. Each investment advisor at Bernardi Asset Management, LLC manages an average of approximately $24,130,000 in assets un...
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Assets Under Mgmt
$289.57M
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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