Bernardi Asset Management, LLC

Bernardi Asset Management, LLC (CRD# 120110) is a financial advisory firm headquartered in Northfield, IL. They manage $348,487,119 in 146 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $2,386,898
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, LA, TX, WI

Financial Advisors at Bernardi Asset Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Matthew P. Bernardi
CRD#: 5545410
423 Central Avenue, Northfield, IL 60093

Matthew Bernardi (CRD# 5545410) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 10 years of experience in the finance industry.

2
Ronald P. Bernardi
CRD#: 726070
423 Central Avenue, Northfield, IL 60093

Ronald Bernardi (CRD# 726070) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 39 years of experience in the finance industry.

3
Thomas P. Bernardi
CRD#: 6419579
423 Central Avenue, Northfield, IL 60093

Thomas Bernardi (CRD# 6419579) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 9 years of experience in the finance industry.

4
Zachary A. Cronin
CRD#: 7009633
423 Central Avenue, Northfield, IL 60093

Zachary Cronin (CRD# 7009633) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 5 years of experience in the finance industry.

5
Jeffrey D. Irish
CRD#: 2228055
423 Central Avenue, Northfield, IL 60093

Jeffrey Irish (CRD# 2228055) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 31 years of experience in the finance industry.

6
Rodney J. Mannion
CRD#: 1906166
423 Central Avenue, Northfield, IL 60093

Rodney Mannion (CRD# 1906166) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 22 years of experience in the finance industry.

7
Marty L. Shobert
CRD#: 1029968
423 Central Avenue, Northfield, IL 60093

Marty Shobert (CRD# 1029968) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 10 years of experience in the finance industry.

8
John Tranas
CRD#: 4997693
423 Central Avenue, Northfield, IL 60093

John Tranas (CRD# 4997693) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 16 years of experience in the finance industry.

9
Daniel J. Zenisek
CRD#: 5207840
423 Central Avenue, Northfield, IL 60093

Daniel Zenisek (CRD# 5207840) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 17 years of experience in the finance industry.

10
Robert Biondi
CRD#: 716281
423 Central Avenue, Northfield, IL 60093

Robert Biondi (CRD# 716281) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 39 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.