BERNARD WEALTH MANAGEMENT CORP. of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 159533). Regulatory assets under management: $314.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Kenneth Mark Bernard | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Andrew Paul Niedermeier | CHIEF INVESTMENT OFFICER | — |
| Deanna Joyce Harless | DIRECTOR OF FINANCIAL PLANNING | — |
| BERNARD KENNETH MARK | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Niedermeier Andrew Paul | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CALVERTON | ME | 3 | 2485562900 |
| — | — | 1 | 2485562900 |