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Bonnie Jane Armstrong

BERNHARDT WEALTH MANAGEMENT, INC.·MCLEAN, Virginia
Clean recordBERNHARDT WEALTH MANAGEMENT, INC.
7601 LEWINSVILLE ROAD, MCLEAN, VA 22102CRD# 4867982Firm CRD# 109353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bonnie Jane Armstrong · MCLEAN, VA
Registration
CRD #4867982 · BERNHARDT WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bonnie Jane Armstrong is a registered financial advisor based in MCLEAN, Virginia, affiliated with BERNHARDT WEALTH 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
Introduction

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03

Firm Overview

Firm
BERNHARDT WEALTH MANAGEMENT, INC.
BERNHARDT WEALTH MANAGEMENT, INC.
AUM
$667M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BERNHARDT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4867982
Firm CRD# 109353
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bonnie Jane Armstrong offer?
Bonnie Jane Armstrong specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Bonnie Jane Armstrong's credentials?
Bonnie Jane Armstrong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Jane Armstrong located?
Bonnie Jane Armstrong is based in MCLEAN, Virginia, working with BERNHARDT WEALTH MANAGEMENT, INC.. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Bonnie Jane Armstrong charge for services?
Bonnie Jane Armstrong's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNHARDT WEALTH MANAGEMENT, INC.?
BERNHARDT WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $667M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERNHARDT WEALTH MANAGEMENT, INC.

Solon George Vlasto
MCLEAN, VA
Timothy Stephen Koehl
MCLEAN, VA

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