Overview
Assets Under Management: $133 million
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297648), BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. is subject to fiduciary duty under federal law.
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. serves 36 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. offers portfolio management for individuals. View all service details ↓
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. manages $133 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 394
Discretionary Accounts: 390
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 297648
Last Filing Date: 2024-03-28 00:00:00
Website: https://burgessinvestmentmanagement.com