RIA Intel›Advisers›Arkansas›ST. BERNARD FINANCIAL SERVICES, INC.

ST. BERNARD FINANCIAL SERVICES, INC.

Advisory

N·RUSSELLVILLE, AR

Data as of May 1, 2024 · Source: SEC Form ADV

Total AUM
$130M
1-Year AUM Growth
+23.2%
3-Year CAGR
+8.3%
Employees
30
Assets Under Management
Total AUM$130M
Discretionary AUM$0
Non-Discretionary AUM$130M
Discretionary %0%
Total Clients841
Team
Total Employees30
Investment Advisers109
Employee Growth (1Y)+30.4%
Filing History
Total Filings on Record67
First FilingAug 28, 2001
Latest FilingMay 1, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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