Bernardi Securities Revenue
Financial Services • 
Chicago, Illinois, United States • 21-50 Employees
Bernardi Securities revenue & valuation
| Annual revenue | $25,300,000 |
| Revenue per employee | $791,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $81,000,000 |
| Total funding | No funding |
Key Contact at Bernardi Securities
Thomas Bernardi
Sr. Vice President, Director Of Portfolio Management
Company overview
| Headquarters | 20 S. Clark St. Suite 2700, Chicago, IL 60603, US |
| Phone number | +13127267324 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Municipal Finance, Municipal Bond Market Making, Municipal Bond Portfolio Management |
| Founded | 1984 |
| Employees | 21-50 |
| Socials |
Bernardi Securities Email Formats
Bernardi Securities uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bernardisecurities.com), used 65% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bernardisecurities.com | 65% |
{first name}{last name} | johndoe@bernardisecurities.com | 35% |
About Bernardi Securities
A leading municipal bond boutique, Bernardi Securities, Inc. specializes in active municipal bond portfolio management and innovative public finance services. Our mission has remained the same since our founding – specialize in the municipal bond market to deliver superior performance for clients. ACTIVE MUNICIPAL BOND PORTFOLIO MANAGEMENT Investing in today’s complex municipal bond market requires highly specialized portfolio management. Bernardi investment specialists serve clients using a proven process for active municipal bond portfolio management. INNOVATIVE PUBLIC FINANCE SERVICES As one of the Midwest’s most active underwriters, Bernardi understands the demands facing municipal administrators, school superintendents, and elected officials. Bernardi public finance specialists help issuer clients raise needed capital, providing a variety of services throughout the debt issuance process. MUNICIPAL CREDIT RESEARCH & INSIGHTS Independent municipal credit research is the foundation of the Bernardi approach to its portfolio management and public finance services. Close attention to credit research is more important than ever in the wake of the 2008-2009 financial crisis. Additionally, Bernardi Securities reports on municipal market topics in several types of research publications to keep clients informed. For educational purposes only and obtained from sources considered reliable. Not guaranteed and not necessarily complete. BSI offerings are made by prospectus or official statement only. Income may be subject to state and local taxes and the federal AMT. Additional risks associated with investing in municipal bonds include credit risk, interest rate risk, and reinvestment risk. Please consult your tax professional regarding suitability. May lose principal • Not FDIC insured • Not appropriate for all investors ©2024 Bernardi Securities, Inc. Member FINRA/SIPC Visit www.bernardisecurities.com/disclosures for more information
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Bernardi Securities has 13 employees across 3 departments.
Departments
Number of employees
Funding Data
Bernardi Securities has never raised funding before.
Bernardi Securities Tech Stack
Discover the technologies and tools that power Bernardi Securities's digital infrastructure, from frameworks to analytics platforms.
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