|
⚲
|
| St Bernard Financial Services Inc
✚
|
|
|---|---|
| CRD # | 36956 |
| SEC # | 801-113763 |
| CIK # | |
| AUM | $104.5 MM (2023-02-10) |
| Employees | 117 (20% Investors, 98% Brokers) |
| Phone | 479-967-1200 |
| Address | 1609 West Main St Russellville, AR 72801 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 98.9 |
| (b) Individuals (high net worth individuals) | 6 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 719 | 104.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 719 | 104.5 |
| Total | 719 | 104.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.5 | |
| Total | 719 | 104.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Capital Management
✚
|
CA | 0.1 |
|
Chapman Financial Group LLC
✚
|
NC | 0.1 |
|
Acadia Legacy Group LLC
✚
|
IA | 0.1 |
|
Investor's Advantage LLC
✚
|
TX | 0.1 |
|
Linn Wealth Capital Management LLC
✚
|
FL | 0.1 |
|
JM Bruderman & Company LLC
✚
|
NY | 0.1 |
|
Cornermen Financial LLC
✚
|
TX | 0.1 |
|
Hager Investment Management Services LLC
✚
|
NH | 0.1 |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
Circle N Advisors LLC
✚
|
NY | 0.1 |