BERNARDI ASSET MANAGEMENT, LLC
Northfield, IL
AUM
$331.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
312-281-2021
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in IL, NORTHFIELD
9 advisers found
BRENTVIEW INVESTMENT MANAGEMENT, LLC
Northfield, IL
AUM
$233.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
312-283-4450
MARCUS CAPITAL, LLC
Northfield, IL
AUM
$129.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
847-313-4326
STRATEGIC PORTFOLIO MANAGERS
Northfield, IL
AUM
$127.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(847) 441-2600
BCM CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$126.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; FEE BASED ON BORROWED CAPITAL
847-446-7372
KLINE CAPITAL MANAGEMENT LLC
Northfield, IL
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
312-263-6100
MOMENTUM WEALTH MANAGEMENT
Northfield, IL
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
847-418-8820
ARDOR INVESTMENT MANAGEMENT CONSULTING
Northfield, IL
AUM
$1.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-441-3228
KENNEY INVESTMENTS INC
Northfield, IL
AUM
$328.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
847-441-2642
Full profileNo website