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David Michael Bernard

GUIDED CHOICE ASSET MANAGEMENT, INC.·SAN DIEGO, California
Unclaimed Profile
8910 UNIVERSITY CENTER LANE, SAN DIEGO, CA 92122CRD# 2116847Firm CRD# 112674
01

About

David Michael Bernard is a registered financial advisor based in SAN DIEGO, California, affiliated with GUIDED CHOICE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GUIDED CHOICE ASSET MANAGEMENT, INC.
GUIDED CHOICE ASSET MANAGEMENT, INC.
AUM
$6.6B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at GUIDED CHOICE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Other: IMPLEMENTATION; PRO SVCS; REIMBURSEMENTS; RETAIL ADVICE SVCS SUB
Regulatory
SEC/IARD CRD# 2116847
Firm CRD# 112674
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Bernard offer?
David Michael Bernard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are David Michael Bernard's credentials?
David Michael Bernard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Bernard located?
David Michael Bernard is based in SAN DIEGO, California, working with GUIDED CHOICE ASSET MANAGEMENT, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does David Michael Bernard charge for services?
David Michael Bernard's firm is compensated through percentage of aum, subscription fees, other: implementation; pro svcs; reimbursements; retail advice svcs sub. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUIDED CHOICE ASSET MANAGEMENT, INC.?
GUIDED CHOICE ASSET MANAGEMENT, INC. has approximately 28 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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