Overview
Assets Under Management: $326 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Frequently Asked Questions
GOEPPER BURKHARDT 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 #127896), GOEPPER BURKHARDT LLC is subject to fiduciary duty under federal law.
GOEPPER BURKHARDT LLC is headquartered in GREENVILLE, SC.
GOEPPER BURKHARDT LLC serves 108 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, GOEPPER BURKHARDT LLC offers financial planning and portfolio management for individuals. View all service details ↓
GOEPPER BURKHARDT LLC manages $326 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, GOEPPER BURKHARDT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.54
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 660
Discretionary Accounts: 659
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 127896
Last Filing Date: 2025-02-25 00:00:00
Website: https://gbrwm.com