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BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP.
ROYAL OAK, Michigan
·
2 registered advisors
·
CRD# 159533
SEC# 801-119146
1
248-556-2900
01
Firm Overview
AUM
$159M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BERNARD WEALTH MANAGEMENT CORP.
2 registered advisors
Andrew Paul Niedermeier
ROYAL OAK, Michigan
CRD# 3008502
Kenneth Mark Bernard
ROYAL OAK, Michigan
CRD# 4713729
05
Office Locations
ROYAL OAK, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. BERNARD WEALTH MANAGEMENT CORP. (CRD# 159533) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.