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Home > Retirement Planners > arkansas > russellville > ST BERNARD ASSET MANAGEMENT, INC.
ST BERNARD ASSET MANAGEMENT, INC.
1609 West Main
Russellville, Arkansas 72801
Tel: 479-967-1200
About ST BERNARD ASSET MANAGEMENT, INC.
ST BERNARD ASSET MANAGEMENT, INC, formally registered with the SEC as ST BERNARD ASSET MANAGEMENT, INC. The firm was established in 04/30/2020. They have over 1 offices throughout the country.
ST BERNARD ASSET MANAGEMENT, INC. is a Russellville, Arkansas based Financial Planning firm with nearly $12,975,000 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307770 |
| SEC# | 801-118641 |
| Assets Managed by Firm | $12,975,000 |
| No. of Clients | 38 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $12,975,000 |
| Individuals (other than high net worth individuals) | 34 | $6,194,900 |
| High net worth individuals | 3 | $6,780,100 |
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|---|---|---|---|
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