BERNARD WEALTH MANAGEMENT CORP.
Tel: 248-556-2900 360 N. Main St. Suite 430 Royal Oak, Michigan 48067
About BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP. is a Royal Oak, Michigan based financial advisory firm with nearly $158,861,606 in assets under management and provides investment advisory services for 618 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
159533
Firm SEC#:
801-119146
Assets Under Management:
$158,861,606
No. of Clients:
618
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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