Bernardi Asset Management, LLC

Bernardi Asset Management, LLC (CRD# 120110) is a financial advisory firm headquartered in Chicago, IL. They manage $138,144,028 in 70 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,973,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Bernardi Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Ronald P. Bernardi
CRD#: 726070
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Ronald Bernardi (CRD# 726070) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 32 years of experience in the finance industry.

2
Rick A. Gerali
CRD#: 1559487
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Rick Gerali (CRD# 1559487) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 29 years of experience in the finance industry.

3
Jeffrey D. Irish
CRD#: 2228055
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Jeffrey Irish (CRD# 2228055) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

4
Luciano Lamberti
CRD#: 1026385
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Luciano Lamberti (CRD# 1026385) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 25 years of experience in the finance industry.

5
Rodney J. Mannion
CRD#: 1906166
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Rodney Mannion (CRD# 1906166) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
Barry C. Stark
CRD#: 2704020
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

Barry Stark (CRD# 2704020) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

7
John Tranas
CRD#: 4997693
20 S. Clark St. Suite 2700, Chicago, IL 60603
93
Wealthminder
score

John Tranas (CRD# 4997693) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

8
Thomas P. Bernardi
CRD#: 6419579
20 S. Clark St. Suite 2700, Chicago, IL 60603
91
Wealthminder
score

Thomas Bernardi (CRD# 6419579) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

9
Daniel A. Data
CRD#: 4132580
20 S. Clark St. Suite 2700, Chicago, IL 60603
90
Wealthminder
score

Daniel Data (CRD# 4132580) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

10
Matthew P. Bernardi
CRD#: 5545410
20 S. Clark St. Suite 2700, Chicago, IL 60603
89
Wealthminder
score

Matthew Bernardi (CRD# 5545410) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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