Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 21
Average Client Assets: $4.4 million
Frequently Asked Questions
BURT ASSET MANAGEMENT, 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 #125967), BURT ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BURT ASSET MANAGEMENT, INC. serves 21 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, BURT ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BURT ASSET MANAGEMENT, INC. manages $117 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, BURT ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.43%
Average Client Assets: $4.4 million
Total Client Accounts: 184
Discretionary Accounts: 184
Regulatory Filings
CRD Number: 125967
Filing ID: 2078064
Last Filing Date: 2026-03-26 10:02:00