The ST. BERNARD FINANCIAL SERVICES, INC. is a privately held investment adviser that advises $136.24mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ST. BERNARD FINANCIAL SERVICES, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 34.86% over the last 5-years.
The Group has been registered with the SEC for 30.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 1609 WEST MAIN ST, RUSSELLVILLE, ARKANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 117 employees comprised of 30 investment and 87 non-investment staff. The total number of Employees increased by 2.63% over the last 5-years.
Their $136.24mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $100.78mn or 73.98% of Total Assets and High Net Worth Individuals own $35.46mn or 26.02% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ST. BERNARD FINANCIAL SERVICES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.