Bernardi Asset Management, LLC
Bernardi Asset Management, LLC is an SEC-registered ria in Northfield, IL with $331.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Bernardi Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120110, SEC 801-68608, data through 2025-11-19.
- AUM (assets under management / regulatory AUM)
- $331.0M (2025-11-19)
- Firm type
- Ria
- Location
- Northfield, IL
- Employees
- 22
- Clients
- 61
- CRD
- 120110
- Ownership
- BERNARDI SECURITIES, INC.; LANDIS, MICHELLE, BERNARDI; BERNARDI, RONALD, PIACENTINI; BEDERMAN, ERIC, ARTHUR; BERNARDI, MATTHEW, P
How much AUM does Bernardi Asset Management, LLC have?
Bernardi Asset Management, LLC reported $331.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-11-19).
Who owns Bernardi Asset Management, LLC?
Disclosed owners and executives of Bernardi Asset Management, LLC include BERNARDI SECURITIES, INC., LANDIS, MICHELLE, BERNARDI, BERNARDI, RONALD, PIACENTINI, BEDERMAN, ERIC, ARTHUR, BERNARDI, MATTHEW, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.