Overview
Assets Under Management: $130 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 44
Average Client Assets: $1.6 million
Frequently Asked Questions
BURNHAM & 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 #319339), BURNHAM & COMPANY LLC is subject to fiduciary duty under federal law.
BURNHAM & COMPANY LLC is headquartered in GRAND RAPIDS, MI.
BURNHAM & COMPANY LLC serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BURNHAM & COMPANY LLC offers portfolio management for individuals. View all service details ↓
BURNHAM & COMPANY LLC manages $130 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BURNHAM & COMPANY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.97%
Average Client Assets: $1.6 million
Total Client Accounts: 282
Discretionary Accounts: 282
Regulatory Filings
CRD Number: 319339
Filing ID: 2086183
Last Filing Date: 2026-03-31 09:31:49