BERNARDI ASSET MANAGEMENT, LLC

423 Central Avenue
Northfield, Illinois 60093
Tel: 312-281-2021

About BERNARDI ASSET MANAGEMENT, LLC

BERNARDI ASSET MANAGEMENT, LLC, formally registered with the SEC as BERNARDI ASSET MANAGEMENT, LLC. The firm was established in 01/02/2008. They have over 1 offices throughout the country.

BERNARDI ASSET MANAGEMENT, LLC is a Northfield, Illinois based Financial Planning firm with nearly $339,933,599 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120110
SEC#	801-68608
Assets Managed by Firm	$339,933,599
No. of Clients	158
No. of Advisors	21

Fee Structure

A percentage of AUM

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	158	$339,933,599
Individuals (other than high net worth individuals)	27	$3,558,322
High net worth individuals	30	$133,635,647
Other investment advisers	10	$113,851,386
Corporations or other businesses	2	$17,162,495

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