Overview
Assets Under Management: $492 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 54
Average Client Assets: $3.9 million
Frequently Asked Questions
BURLESON & COMPANY, 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 #131803), BURLESON & COMPANY, LLC is subject to fiduciary duty under federal law.
BURLESON & COMPANY, LLC is headquartered in PETALUMA, CA.
BURLESON & COMPANY, LLC serves 54 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, BURLESON & COMPANY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BURLESON & COMPANY, LLC manages $492 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, BURLESON & COMPANY, 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: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.61%
Average Client Assets: $3.9 million
Total Client Accounts: 965
Discretionary Accounts: 929
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 131803
Filing ID: 1738767
Last Filing Date: 2023-03-29 10:53:00