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BERNARDI ASSET MANAGEMENT, LLC
CRD 120110 · SEC 801-68608
423 CENTRAL AVENUE, NORTHFIELD, IL, 60093, United States
Phone
312-281-2021
Fax
312-726-1431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.0M
Discretionary AUM
$331.0M
Team
22 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-11-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $3.6M |
| High net worth individuals | 28 | $137.3M |
| State/municipal entities | 5 | $35.4M |
| Other investment advisers | 7 | $121.2M |
| Insurance companies | 1 | $16.8M |
| Corporations/business entities | 2 | $16.7M |
States served
CA, IL, IN, LA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD