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Building 2BERNARDI ASSET MANAGEMENT, LLC

Map pinNORTHFIELD, IL
Phone312-281-2021
NotebookSEC #801-68608
Total AUM
$331M
Employees
22
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
423 CENTRAL AVENUE
NORTHFIELD
IL 60093
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
312-281-2021

ReceiptFinancials

Total AUM
$331M
Accounts
146
Discretionary
$331M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$3.6M
HNW Individual Clients
28
AUM
$137.3M
Government Entity Clients
5
AUM
$35.4M
Investment Advisor Clients
7
AUM
$121.2M
Insurance Company Clients
1
AUM
$16.8M
Corporation or Business Clients
2
AUM
$16.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLILINLATXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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