Bernardo Wealth Planning LLC
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|
|
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CRD # | 288705 |
SEC # | 801-110661 |
CIK # | |
AUM | $348.8 MM (100% Disc, 100% US) |
Employees | 11 (82% Investors, 45% Brokers) |
Phone | 267-500-1080 |
Address | 464 Main Street Harleysville, PA 19438 |
Source |
IAPD![]() ![]() ![]() ![]() |
Total AUM ($BB) |
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Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | B Capital Fund I LLC |
2018-11-14![]() |
0.0
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6.1
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View All |
Fund Directors | # Filings | # Firms | 2011-2019 |
---|---|---|---|
Nicholas Bernardo | 1 | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
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|
NY | 0.3 |
LBA Wealth Management LLC
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|
FL | 0.3 |
DHR Investment Counsel Ltd
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|
CA | 0.3 |
One Wealth Advisors LLC
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|
CA | 0.3 |
Barrington Strategic Wealth Management Group LLC
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|
IL | 0.3 |
Insight Advisors LLC
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|
PA | 0.3 |
Disciplined Investments LLC
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|
OK | 0.3 |
Sterling Investment Advisors Ltd
✚
|
PA | 0.3 |
Alpha Capital Management LLC
✚
|
GA | 0.3 |
CornerStone Advisors Asset Management Inc
✚
|
PA | 0.3 |