Overview
Assets Under Management: $1.4 billion
Headquarters: IRVINE, CA
High-Net-Worth Clients: 177
Average Client Assets: $0.7 million
Frequently Asked Questions
BURNHAM GIBSON WEALTH ADVISORS, INC. 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 #282035), BURNHAM GIBSON WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
BURNHAM GIBSON WEALTH ADVISORS, INC. is headquartered in IRVINE, CA.
BURNHAM GIBSON WEALTH ADVISORS, INC. serves 177 high-net-worth clients according to their SEC filing dated May 23, 2018. View client details ↓
According to their SEC Form ADV, BURNHAM GIBSON WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BURNHAM GIBSON WEALTH ADVISORS, INC. manages $1.4 billion in client assets according to their SEC filing dated May 23, 2018.
According to their SEC Form ADV, BURNHAM GIBSON WEALTH ADVISORS, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.16%
Average Client Assets: $0.7 million
Total Client Accounts: 556
Discretionary Accounts: 317
Non-Discretionary Accounts: 239
Regulatory Filings
CRD Number: 282035
Filing ID: 1219733
Last Filing Date: 2018-05-23 14:31:00