Bernard & Johnson, LLC is an adviser based in Pasadena. It manages $47.36 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Bernard & Johnson provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bernard & Johnson, LLC is $47.36 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bernard & Johnson, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bernard & Johnson, LLC performs its advisory services is located at 201 S. Lake Avenue, Pasadena, CA 91101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (626) 405-2920 or by fax (626) 405-2997. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at bernardandjohnson.com.