| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Bernard Separate Property Trust Control | Trust | 50-75% | 2022 |
| Michael Leonard Bernard Control | Chief Compliance Officer | Under 5% | 2016 |
| Rachael Johnson Revocable Trust Control | Trust | 25-50% | 2015 |
Bernard & Johnson, LLC reports $105.5 million in regulatory assets under management on its Form ADV.
Bernard & Johnson, LLC reports 2 employees.
Bernard & Johnson, LLC is based in Pasadena, CA and has been SEC-registered since 2025.
Bernard & Johnson, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 S. Lake Avenue, Suite 502, Pasadena, CA 91101 |
| Phone | (626) 405-2920 |
| Fax | (626) 405-2997 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $96.4M |
| Non-discretionary | $9.1M |
| Total (RAUM) | $105.5M |