Overview
Assets Under Management: $491 million
Headquarters: ROCK HILL, SC
High-Net-Worth Clients: 174
Average Client Assets: $2 million
Frequently Asked Questions
BURKETT FINANCIAL SERVICES, LLC 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 #140168), BURKETT FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
BURKETT FINANCIAL SERVICES, LLC is headquartered in ROCK HILL, SC.
BURKETT FINANCIAL SERVICES, LLC serves 174 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, BURKETT FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BURKETT FINANCIAL SERVICES, LLC manages $491 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, BURKETT FINANCIAL SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,579
Discretionary Accounts: 1,579
Regulatory Filings
CRD Number: 140168
Last Filing Date: 2025-02-13 00:00:00
Website: https://burkettfs.com