Berno Financial Management - Ownership and Business Overview

Financial ServicesCompany

Berno Financial Management Ownership

Who owns Berno Financial Management?

Berno Financial Management is owned by Creative Planning. It was acquired on January 4, 2022.

Berno Financial Management Business Overview

Where is Berno Financial Management headquartered?

Berno Financial Management is headquartered in Cincinnati, Ohio.

What sector is Berno Financial Management in?

Berno Financial Management is a financial services company.

When was Berno Financial Management founded?

Berno Financial Management was founded in 1993.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 228 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 203 by strategics.

Berno Financial Management

Berno Financial Management, Inc.

7454 Jager Ct.,
Cincinnati, Ohio 45230
United States,
(513) 474-9191
www.bernofinmgt.com

Berno Financial Management is a provider of personal wealth management services, financial planning consultations, and investment management strategies. Berno Financial Management was founded in 1993 and is based in Cincinnati, Ohio.


Company Summary

SECTOR

Financial Services

Established

1993

Subsidiary of

Creative Planning

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