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Building 2ST. BERNARD FINANCIAL SERVICES, INC.

Map pinRUSSELLVILLE, AR
Phone479-967-1200
NotebookSEC #801-113763
Total AUM
$136.2M
Employees
117
Clients
798

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1609 WEST MAIN ST
RUSSELLVILLE
AR 72801
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
479-967-1200
Other Offices
30

ReceiptFinancials

Total AUM
$136.2M
Accounts
798
Discretionary
$0
Accounts
0
Non-Discretionary
$136.2M
Accounts
798

ContactClients

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Individual Clients
786
AUM
$100.8M
HNW Individual Clients
12
AUM
$35.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTFLGAIAILINKSKYLAMAMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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