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Home > Retirement Planners > arkansas > russellville > ST. BERNARD FINANCIAL SERVICES, INC.
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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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
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