|
Bernardo Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 288705 |
| SEC # | 801-110661 |
| CIK # | |
| AUM | $348.8 MM (100% Disc, 100% US) |
| Employees | 11 (82% Investors, 45% Brokers) |
| Phone | 267-500-1080 |
| Address | 464 Main Street Harleysville, PA 19438 |
| Source |
IAPD
Website
Twitter
LinkedIn
|
| Total AUM ($BB) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | B Capital Fund I LLC |
2018-11-14
|
0.0
|
6.1
|
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011-2019 |
|---|---|---|---|
| Nicholas Bernardo | 1 | 1 |
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|---|---|---|
|
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|
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|
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|
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|
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|
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|
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|
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|
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✚
|
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|
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|
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|
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✚
|
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|
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✚
|
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