Assets Under Management
$130.5M
Number of Clients
841
Number of Advisors
43
Average Client AUM
$155K
AUM per Advisor
$3.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
St. Bernard Financial Services, Inc. provides portfolio management for individuals, small businesses, and institutional clients. They design portfolios and implement them by purchasing and selling registered securities, annuities, and life insurance. Clients may impose restrictions on securities. They work with other firms to provide some services.
1609 West Main St, Russellville, AR, 72801