Overview
Assets Under Management: $186 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 366
Discretionary Accounts: 366
Regulatory Filings
CRD Number: 313338
Last Filing Date: 2024-03-15 00:00:00
Website: https://burkholderassociates.com