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Michelle Bernardi Landis

BERNARDI ASSET MANAGEMENT, LLC·NORTHFIELD, Illinois
BERNARDI ASSET MANAGEMENT, LLC
423 CENTRAL AVENUE, NORTHFIELD, IL 60093CRD# 1328867Firm CRD# 120110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Bernardi Landis · NORTHFIELD, IL
Registration
CRD #1328867 · BERNARDI ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michelle Bernardi Landis 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
Introduction

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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# 1328867
Firm CRD# 120110
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Bernardi Landis offer?
Michelle Bernardi Landis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHFIELD, Illinois for a consultation.
What are Michelle Bernardi Landis's credentials?
Michelle Bernardi Landis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Bernardi Landis located?
Michelle Bernardi Landis 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 Michelle Bernardi Landis charge for services?
Michelle Bernardi Landis'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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Other Advisors at BERNARDI ASSET MANAGEMENT, LLC

Luciano Lamberti
NORTHFIELD, IL
Ronald Piacentini Bernardi
NORTHFIELD, IL
Thomas P Bernardi
NORTHFIELD, IL
Matthew P Bernardi
NORTHFIELD, IL

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