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Matthew P Bernardi

BERNARDI ASSET MANAGEMENT, LLC·NORTHFIELD, Illinois
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423 CENTRAL AVENUE, NORTHFIELD, IL 60093CRD# 5545410Firm CRD# 120110
01

About

Matthew P Bernardi is a registered financial advisor based in NORTHFIELD, Illinois, affiliated with BERNARDI ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BERNARDI ASSET MANAGEMENT, LLC
BERNARDI ASSET MANAGEMENT, LLC
AUM
$340M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at BERNARDI ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5545410
Firm CRD# 120110
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew P Bernardi offer?
Matthew P Bernardi specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Matthew P Bernardi's credentials?
Matthew P Bernardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew P Bernardi located?
Matthew P Bernardi is based in NORTHFIELD, Illinois, working with BERNARDI ASSET MANAGEMENT, LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.
How does Matthew P Bernardi charge for services?
Matthew P Bernardi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNARDI ASSET MANAGEMENT, LLC?
BERNARDI ASSET MANAGEMENT, LLC has approximately 21 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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