St Bernard Asset Management, Inc
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Overview
St Bernard Asset Management, Inc is an advisory company headquartered in Russellville, Arkansas. St Bernard Asset Management, Inc controls $12.1 million in assets under management over 33 customer accounts. The company has a small team, including 1 financial advisor. St Bernard Asset Management, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like options, bonds and equities.
St Bernard Asset Management, Inc oversees none of the company's client assets in a discretionary manner. Discretionary management signifies that transaction choices are made by a portfolio manager without needing to seek the client's consent. It also manages 33 non-discretionary accounts totaling $12.1 million in assets under management. The firm's average account size is $366,297. The typical financial advisor at St Bernard Asset Management, Inc administers about 33 client accounts, placing it towards the middle in terms of personalization.
The firm's main office is located at 1609 West Main, Russellville, Arkansas 72801. The company is legally registered to serve customers across 4 states, including Arkansas, Florida, Georgia and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
St Bernard Asset Management, Inc by the Numbers
$12.1 million
1
33
$366.3 thousand
Fee Structure
A financial advisor's fees vary depending on the type of services provided. Fee types charged by St Bernard Asset Management, Inc can include any blend of the following fee structures: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors. Out of its 33 accounts, St Bernard Asset Management, Inc's largest client group is retail investors. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
St Bernard Asset Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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