BERNICKE & ASSOCIATES Overview
Bernicke & Associates Ltd is an investment advisor that manages 156.5 MM dollars in regulatory AUM and has 19 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 173MM in positions, representing 110% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/19. The fund's latest filing disclosed 173MM in positions, representing 110% of the manager's regulatory AUM.
BERNICKE & ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERNICKE & ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCIT | 38.67% | ETF | 0.54% | -0.35% | 0 | 5% | ||
| ACWI | 13.14% | ETF | 4.42% | 0.03% | 0 | 2% | ||
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FEATURED IN
BERNICKE & ASSOCIATES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ty A. Bernicke | Chief Executive Officer | October-2012 |
| Karlyn R. Etheridge | Chief Compliance Officer | October-2012 |
| Michael G. Brahmer | Chief Operations Officer | October-2012 |
BERNICKE & ASSOCIATES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BERNICKE & ASSOCIATES Investment Strategy
Item 8. Client Contact with Portfolio Managers
In this Item, Bernicke & Associates is required to describe any restrictions on clients’ ability to contact and consult with the portfolio managers managing their investment portfolios. Clients can generally contact the Independent Managers managing their portfolios through Bernicke & Associates by providing the Firm with a written request and identification of the questions or issues to be discussed with the Independent
Managers. After receiving the client’s written request, Bernicke & Associates, at its sole discretion, may
Page 11 © MarketCounsel 2012
Bernicke & Associates, Ltd. Wrap Brochure
contact the In...
Unlock Full Investment Process Description
In this Item, Bernicke & Associates is required to describe any restrictions on clients’ ability to contact and consult with the portfolio managers managing their investment portfolios. Clients can generally contact the Independent Managers managing their portfolios through Bernicke & Associates by providing the Firm with a written request and identification of the questions or issues to be discussed with the Independent
Managers. After receiving the client’s written request, Bernicke & Associates, at its sole discretion, may
Page 11 © MarketCounsel 2012
Bernicke & Associates, Ltd. Wrap Brochure
contact the In...
Unlock Full Investment Process Description
BERNICKE & ASSOCIATES Portfolio Concentration
BERNICKE & ASSOCIATES Location
4813 KEYSTONE CROSSING
EAU CLAIRE, Wisconsin
UNITED STATES, 54701
EAU CLAIRE, Wisconsin
UNITED STATES, 54701
BERNICKE & ASSOCIATES Contact Information
Phone Number: (715) 832-1173
Fax Number: (715) 832-1933
Website: null
Fax Number: (715) 832-1933
Website: null
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