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 33 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 30 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 25 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 26 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 16 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 21 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 11 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 over 2 years 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 9 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 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.