RIA Intel›Advisers›California›SELEZIONI BY PAOLO BERNARDI INC

SELEZIONI BY PAOLO BERNARDI INC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA

#5,061

of 5,480 advisers by AUM

Average account

$279K

across 11 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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MONROVIA, CA

$3M

MAHALO ADVISORY SERVICES, LLC

$3M

EDGEBROOK INVESTMENTS, LLC

CERES, CA

$3M

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