Bernhardt Advisory Services, Inc (Mclean)

Name: Bernhardt Advisory Services, Inc
Address: 2010 Corporate Ridge, Mclean, VA, 22102
Telephone: 703-356-4380

Bernhardt Advisory Services, Inc is a large advisory firm based in Mclean. It manages $71.32 million of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, Texas, and Virginia.

Bernhardt Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bernhardt Advisory Services: assets under management

The assets under management (AUM) of Bernhardt Advisory Services, Inc is $71.32 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bernhardt Advisory Services, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bernhardt Advisory Services, Inc

Gordon Joel Bernhardt has been acting as President since 1 Jan 1995. Gordon J. Bernhardt Living Trust joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Joel Bernhardt	President	1 Jan 1995	75% - 100%	1998159
Gordon J. Bernhardt Living Trust	Owner	1 Jan 2003	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Joel Bernhardt	Owner	1 Jan 2003	75% - 100%	1998159

Based in Mclean

The principal office where Bernhardt Advisory Services, Inc performs its advisory services is located at 2010 Corporate Ridge, Mclean, VA 22102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-356-4380 or by fax 703-356-4383. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sensetodollars.com.