Overview
Assets Under Management: $133 million
High-Net-Worth Clients: 36
Average Client Assets: $3 million
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