CRD: 307770
ST Bernard Asset Management, Inc.
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- Custodian
- Fidelity/NFS · First Clearing · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-30-2020
- Office Locations
- 1
Office Locations
About ST Bernard Asset Management, Inc.
St Bernard Asset Management, Inc. is a Russellville, AR boutique serving retail investors with asset management and financial planning, including insurance and tax-planning support. Portfolios are implemented largely with ETFs and mutual funds, with modest cash allocations. The practice appears to operate primarily on a non-discretionary basis and is led by a single advisor/owner.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT KEENAN JR
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, CHIEF OPERATING OFFICER
- CRD
- #2000976
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,388,000 | $396,928 |
| Total | $27,388,000 | $396,928 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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