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Bernard Wealth Management

EST. AUM
$314,245,504

CONTACTS
2

CLIENT ACCOUNTS
848

Firm Details

Metro area Detroit
CRD Number 159533
Website bernard-wealth.com
Client types

Overview

Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. The firm prides itself on its attention to its clients’ financial issues. Through its ongoing investment research and portfolio management, the firm strives to help its clients meet their long-term goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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