BERNSTEIN FINANCIAL ADVISORY

BERNSTEIN FINANCIAL ADVISORY is an SEC-registered investment adviser (CRD 304560). Regulatory assets under management: $9.5M.

Registration

• CRD: 304560
• Type: Registered investment adviser
• Phone: 612-315-9950
• Latest filing: 2026-02-11
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304560 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search