Overview
Assets Under Management: $491 million
Headquarters: ROCK HILL, SC
High-Net-Worth Clients: 174
Average Client Assets: $2 million
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