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Bernardi Securities Logo
Bernardi Securities CB Rank
298749
Heat Score
91
Bernardi Securities is specializes in active municipal bond portfolio management and innovative public finance services.
Founded
obfuscation
Private Chicago, Illinois, United States11-50 www.bernardisecurities.com/
Financial Services
Overview

Bernardi Securities
Heat Score
91

Growth Score
pts
in past quarter
Heat Score 91
47 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Bernardi Securities

CB Rank
298749
Bernardi Securities is specializes in active municipal bond portfolio management and innovative public finance services.
Founded
obfuscation
Private Chicago, Illinois, United States11-50 www.bernardisecurities.com/
Financial Services

Details

Legal Name Bernardi Securities, Inc.
Operating Status Active
Company Type For Profit
Phone Number (312) 726-7324
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Active Municipal Bond Portfolio Management
Management of municipal bond portfolios using active strategies to optimize income and capital preservation.
Innovative Public Finance Services
Underwriting and advisory services to help municipal issuers raise capital through bond issuance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 29
News

News and Press

News•Jun 23, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$465.9KThis year, Bernardi Securities is projected to spend $465.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Tom’s Hardware Logo
Tom’s Hardware
100
Graphics Processing Unit (GPU) Logo
Graphics Processing Unit (GPU)
97
Affirmative Action Logo
Affirmative Action
97

Actively Used Products

18Bernardi Securities uses 18 technology products and services including HTML5, Vimeo, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

8Bernardi Securities is actively using 8 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is Bernardi Securities's headquarters? Bernardi Securities is located in Chicago, Illinois, United States.Who are Bernardi Securities's competitors? Alternatives and possible competitors to Bernardi Securities may include Nuveen, BlackRock, and  UBS Asset Management.
Who We Are
What We Do
Helpful Links
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