PAOLO BERNARDI ADVISOR

PAOLO BERNARDI ADVISOR is an SEC-registered investment adviser (CRD 319237). Regulatory assets under management: $3.1M.

Registration

• CRD: 319237
• Type: Registered investment adviser
• Phone: 415-944-7453
• Latest filing: 2026-03-25
• Regulatory AUM: $3.1M
• Non-discretionary AUM: $3.1M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319237 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search