Berno Financial Management

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Berno Financial Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Berno Financial Management manages $194.3 million and provides investment advisory services for 124 clients (1:42 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $750,000
Average Client Balance $1,566,930
Hybrid Advisor No
Disciplinary History No
Total AUM $194.3 million
Advisor / Client Ratio 1:42
Headquarters 7454 Jager Court Cincinnati, OH 45230-4344
SEC Filings Forms and Brochures    (CRD # 107425)
State(s) Registered KY, OH

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