BURCH & COMPANY, INC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
105
Avg account
$0

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
102280
Registered since
April 5, 2000

Firm profile

FINTRX

Overview

Burch & Company, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm first registered with the SEC in 2000 and is listed as owned by an individual. The dataset does not include a description of the firm's specific business lines or advisory activities; it also notes that Burch & Company, Inc. is not a multi-state adviser, not a pension consultant, and is not identified as a related adviser. The record further indicates the firm is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JAMES HARDIN

    CEOCRD 3257611

  • JESSICA PASTORINO

    President, Chief Compliance OfficerCRD 5230374

  • Jack Perkins

    Founder & CEOCRD 7614483

Contacts

3 of 102
  • Adam Sheets

    Associated PersonCRD 5677909

  • Kenneth Rousseau

    Associated PersonCRD 6981472

  • ROMAIN ICHBIAH

    AssociateCRD 6447173

Unlock 99 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KANSAS CITY, MO

CLAY

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
CLAY
Address
4151 N Mulberry Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth