BERNARD & JOHNSON, LLC
Doing business as BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$113,077,036
Discretionary
$107,793,926
Non-discretionary
$5,283,110
Firm details
- CRD number
- 283871
- SEC file number
- 801-134382
- Main office
- PASADENA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://BERNARDANDJOHNSON.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.