BERNARDI ASSET MANAGEMENT, LLC

NORTHFIELD, Illinois·5 registered advisors·CRD# 120110

SEC# 801-686080312-281-2021

01

Firm Overview

AUM

$340M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at BERNARDI ASSET MANAGEMENT, LLC

5 registered advisors

Luciano Lamberti

NORTHFIELD, Illinois

Matthew P Bernardi

NORTHFIELD, Illinois

Michelle Bernardi Landis

NORTHFIELD, Illinois

Ronald Piacentini Bernardi

NORTHFIELD, Illinois

Thomas P Bernardi

NORTHFIELD, Illinois

05

Office Locations

NORTHFIELD, Illinois

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Data sourced from SEC Form ADV filings. BERNARDI ASSET MANAGEMENT, LLC (CRD# 120110) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.