Bernicke Wealth Management is an investment advisor in Altoona with $344.12 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Bernicke & Associates, LTD
SEC CIK
IRS number
391535226
SEC advisor number
801-77179
FINRA CRD number
164892
AUM ?
$344.12 mm
(as of 24 Jun 20)
Accounts
1,589
(as of 24 Jun 20)
Employees
17
(8 investment advisory or research)
Address
Bernicke Wealth Management
1565 BLUESTEM BLVD.
ALTOONA
WI 54720
1565 BLUESTEM BLVD.
ALTOONA
WI 54720
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
(715) 832-1173
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bernicke, Ty, Alan | Chief Executive Officer | 10/2012 | > 75% |
Todd, Ryan, Christopher | Chief Compliance Officer | 06/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
31 Jan 20
13F-HR
Quarterly holdings report by institutional manager
31 Oct 19
13F-HR
Quarterly holdings report by institutional manager
5 Aug 19
13F-HR
Quarterly holdings report by institutional manager
3 May 19
13F-HR
Quarterly holdings report by institutional manager
11 Feb 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 Feb 19
13F-HR
Quarterly holdings report by institutional manager
8 Nov 18
13F-HR
Quarterly holdings report by institutional manager
10 Aug 18