ST. BERNARD FINANCIAL SERVICES, INC.

1609 West Main St
Russellville, Arkansas 72801
Tel: 479-967-1200

About ST. BERNARD FINANCIAL SERVICES, INC.

ST BERNARD FINANCIAL SERVICES, INC, formally registered with the SEC as ST BERNARD FINANCIAL SERVICES, INC. The firm was established in 07/31/2018. They have over 31 offices throughout the country.

ST. BERNARD FINANCIAL SERVICES, INC. is a Russellville, Arkansas based Financial Planning firm with nearly $130,472,570 assets under management, offering retirement planning & investment advisory services to 841 clients. The firm is staffed with 109 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	36956
SEC#	801-113763
Assets Managed by Firm	$130,472,570
No. of Clients	841
No. of Advisors	109

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	841	$130,472,570
Individuals (other than high net worth individuals)	829	$126,927,070
High net worth individuals	12	$3,545,500

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