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Building 2BERNO FINANCIAL MANAGEMENT INC

Map pinCINCINNATI, OH
Phone513-474-9191
NotebookSEC #801-44188
Total AUM
$274.3M
Employees
5
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7454 JAGER COURT
CINCINNATI
OH 45230-4344
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
513-474-9191

ReceiptFinancials

Total AUM
$274.3M
Accounts
664
Discretionary
$249M
Accounts
610
Non-Discretionary
$25.3M
Accounts
54

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
137
AUM
$274.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KYOH

HandshakeAffiliates

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

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