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George Bernard

HEALTHVIEW ASSET MANAGEMENT, INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
219 N MAIN STREET, PITTSBURGH, PA 15215CRD# 833856Firm CRD# 141884
01

About

George Bernard is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with HEALTHVIEW ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
HEALTHVIEW ASSET MANAGEMENT, INC.
HEALTHVIEW ASSET MANAGEMENT, INC.
AUM
$100M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HEALTHVIEW ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 833856
Firm CRD# 141884
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Bernard offer?
George Bernard specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are George Bernard's credentials?
George Bernard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Bernard located?
George Bernard is based in PITTSBURGH, Pennsylvania, working with HEALTHVIEW ASSET MANAGEMENT, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does George Bernard charge for services?
George Bernard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEALTHVIEW ASSET MANAGEMENT, INC.?
HEALTHVIEW ASSET MANAGEMENT, INC. has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEALTHVIEW ASSET MANAGEMENT, INC.

Renato Mastrogiovanni
PITTSBURGH, PA

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