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BERNARDI ASSET MANAGEMENT, LLC

NORTHFIELD, IL · CRD 120110 · IAPD ↗ · bernardisecurities.com · 312-281-2021

$331.0MRegulatory AUM
10Advisory reps
22Employees
0Clients
n/aPlanning clients
0Private funds
7States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2024 — BERNARDI ASSET MANAGEMENT, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.