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Building 2BERNARD WEALTH MANAGEMENT CORP.

Map pinROYAL OAK, MI
Phone248-556-2900
NotebookSEC #801-119146
Total AUM
$314.2M
Employees
4
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 N. MAIN ST.
SUITE 430
ROYAL OAK
MI 48067
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
248-556-2900
Other Offices
2

ReceiptFinancials

Total AUM
$314.2M
Accounts
848
Discretionary
$293.1M
Accounts
841
Non-Discretionary
$21.1M
Accounts
7

ContactClients

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Individual Clients
211
AUM
$66.7M
HNW Individual Clients
116
AUM
$224.3M
Pension/Profit Sharing Plan Clients
7
AUM
$21.1M
Charitable Organization Clients
3
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLLAMAMDMINYOHTXVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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