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).

Current Firm Details
423 Central Avenue, Northfield, IL 60093
https://twitter.com/bernardimuni
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 11 - 11 of 11 top financial advisors.
11
Marco Marino, financial advisor Northfield IL
Marco D. Marino
CRD#: 7595909
423 Central Avenue, Northfield, IL 60093

Marco Marino (CRD# 7595909) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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