Thomas Bernhardt, financial advisor San Diego CA

Thomas Bernhardt

CRD Number: 6411980
Current Firm: Aksia Torreycove Partners LLC

Thomas Bernhardt (CRD# 6411980) is an Investment Advisor Representative working at Aksia Torreycove Partners LLC in San Diego, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Torreycove Capital Partners LLC San Diego, CA Nov 2011 - Current 10

Thomas Bernhardt has no recent exams reported.
Contact Info for Thomas M. Bernhardt
Phone Number: 858-456-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    612
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $203,930,057
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, MA, NY, PA

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