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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Momentum legacyGlacier oak +more
- Established Date
- 08-12-2019
- Office Locations
- 1
Office Locations
About Bernstein Financial Advisory
Bernstein Financial Advisory is an independent, fee-only RIA in Minneapolis serving individuals and families nationwide with financial planning and goal-based portfolio management. The firm uses a simple, strategic asset-allocation approach, including “Better-Balanced” portfolios designed to help defend against equity corrections. Founder John Bernstein brings 25 years in investment management; the firm is a NAPFA and XY Planning Network member.
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Owner & Executives
John Bernstein
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7131044
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,843,124 | 38.1% |
| U.S. Government/Agency | $204,791,402 | 41.1% |
| Cash | $103,641,391 | 20.8% |
| Total | $498,275,917 | 100.0% |