RIA Intelligence

BERNARDO WEALTH PLANNING, LLC

CRD #288705 SEC #801-110661 HARLEYSVILLE, PA 267-500-1080
SEC Registered Private Funds
Total AUM
$755.9M
Discretionary
$755.9M
Employees
10
Clients
51
Accounts
2,370
TypeReal Estate Fund
GAV$7.5M
Investors61
AuditorFRANK, RIMMERMAN & CO. LLP
TypeReal Estate Fund
GAV$7.5M
Investors61
AuditorFRANK, RIMMERMAN & CO. LLP
TypePrivate Equity Fund
GAV$1.1M
Investors38
AuditorFRANK, RIMERMAN & CO. LLP
TypePrivate Equity Fund
GAV$1.1M
Investors38
AuditorFRANK, RIMERMAN & CO. LLP
TypePrivate Equity Fund
GAV$1.1M
Investors38
AuditorFRANK, RIMERMAN & CO. LLP
TypePrivate Equity Fund
GAV$1.1M
Investors38
AuditorFRANK, RIMERMAN & CO. LLP