BERNO FINANCIAL MANAGEMENT INC
CRD #107425 SEC #801-44188 CINCINNATI, OH 513-474-9191
SEC Registered
Total AUM
$274.3M
Discretionary
$249M
Employees
5
Clients
101
Accounts
664
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $274.3M | $249M | $25.3M | 5 | 3 |
| Jun 2020 | $238.3M | $214.6M | $23.7M | 5 | 3 |
| May 2020 | $238.3M | $214.6M | $23.7M | 5 | 3 |
| Mar 2020 | $238.3M | $214.6M | $23.7M | 5 | 3 |
| Mar 2019 | $194.3M | $172.9M | $21.4M | 5 | 3 |
| Mar 2018 | $208.7M | $186.2M | $22.5M | 4 | 5 |
| Mar 2017 | $179.4M | $159.8M | $19.6M | 4 | 26 |
| Mar 2016 | $162.5M | $144.4M | $18.1M | 4 | 26 |
| Mar 2015 | $156M | $138.3M | $17.7M | 4 | 26 |
| Mar 2014 | $139M | $123.9M | $15.1M | 3 | 26 |
| Mar 2013 | $115.2M | $102.2M | $12.9M | 3 | 26 |
| Mar 2012 | $105M | $93.2M | $11.8M | 1 | 26 |
| Mar 2011 | $100.5M | $88.3M | $12.2M | 5 | -- |
| Mar 2010 | $80.2M | $71.3M | $9M | 5 | -- |
| Feb 2009 | $69.9M | $61.3M | $8.5M | 5 | -- |
| Mar 2007 | $84.2M | $68.4M | $15.7M | 5 | -- |
| Mar 2002 | $39.8M | $0 | $39.8M | 5 | -- |
DateMar 2021
Total AUM$274.3M
Discretionary$249M
Non-Disc.$25.3M
Employees5
Clients3
DateJun 2020
Total AUM$238.3M
Discretionary$214.6M
Non-Disc.$23.7M
Employees5
Clients3
DateMay 2020
Total AUM$238.3M
Discretionary$214.6M
Non-Disc.$23.7M
Employees5
Clients3
DateMar 2020
Total AUM$238.3M
Discretionary$214.6M
Non-Disc.$23.7M
Employees5
Clients3
DateMar 2019
Total AUM$194.3M
Discretionary$172.9M
Non-Disc.$21.4M
Employees5
Clients3
DateMar 2018
Total AUM$208.7M
Discretionary$186.2M
Non-Disc.$22.5M
Employees4
Clients5
DateMar 2017
Total AUM$179.4M
Discretionary$159.8M
Non-Disc.$19.6M
Employees4
Clients26
DateMar 2016
Total AUM$162.5M
Discretionary$144.4M
Non-Disc.$18.1M
Employees4
Clients26
DateMar 2015
Total AUM$156M
Discretionary$138.3M
Non-Disc.$17.7M
Employees4
Clients26
DateMar 2014
Total AUM$139M
Discretionary$123.9M
Non-Disc.$15.1M
Employees3
Clients26
DateMar 2013
Total AUM$115.2M
Discretionary$102.2M
Non-Disc.$12.9M
Employees3
Clients26
DateMar 2012
Total AUM$105M
Discretionary$93.2M
Non-Disc.$11.8M
Employees1
Clients26
DateMar 2011
Total AUM$100.5M
Discretionary$88.3M
Non-Disc.$12.2M
Employees5
Clients--
DateMar 2010
Total AUM$80.2M
Discretionary$71.3M
Non-Disc.$9M
Employees5
Clients--
DateFeb 2009
Total AUM$69.9M
Discretionary$61.3M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2007
Total AUM$84.2M
Discretionary$68.4M
Non-Disc.$15.7M
Employees5
Clients--
DateMar 2002
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--