Overview
Assets Under Management: $254 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 33
Average Client Assets: $1.8 million
Frequently Asked Questions
BURNHAM & DELLS ADVISORS 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 #114866), BURNHAM & DELLS ADVISORS is subject to fiduciary duty under federal law.
BURNHAM & DELLS ADVISORS is headquartered in GRAND RAPIDS, MI.
BURNHAM & DELLS ADVISORS serves 33 high-net-worth clients according to their SEC filing dated February 21, 2018. View client details ↓
According to their SEC Form ADV, BURNHAM & DELLS ADVISORS offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BURNHAM & DELLS ADVISORS manages $254 million in client assets according to their SEC filing dated February 21, 2018.
According to their SEC Form ADV, BURNHAM & DELLS ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.19%
Average Client Assets: $1.8 million
Total Client Accounts: 320
Discretionary Accounts: 318
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 114866
Filing ID: 1170953
Last Filing Date: 2018-02-21 13:52:00