Paolo Bernardi Advisor

Paolo Bernardi Advisor (CRD# 319237) is a financial advisory firm headquartered in , . They manage $2,390,780 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/dr-paolo-bernardi/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $341,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Paolo Bernardi Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Paolo Bernardi, financial advisor Sausalito CA
Paolo Bernardi
CRD#: 7522726
Sausalito, CA

Paolo Bernardi (CRD# 7522726) is an Investment Advisor Representative working at Paolo Bernardi Advisor in Sausalito, CA and has over 2 years of experience in the finance industry.

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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