Burch & Company, Inc

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
100
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 dataset as an investment bank. The firm is shown as individually owned. The FINTRX extract flags several operational attributes: it is not listed as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, and it does not identify as a pension consultant or related adviser. The data set does not include descriptive detail on the firm's business activities, advisory services, client segments, or fee arrangements. Public disclosure in this source also does not list any AUM figures, client counts, or public holdings for the firm.

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

    James Hardin

    CEOCRD 3257611

  • Jessica Pastorino

    Jessica Pastorino

    President, Chief Compliance OfficerCRD 5230374

  • Jack Perkins

    Jack Perkins

    Founder & CEOCRD 7614483

Contacts

3 of 97
  • James Sullivan

    Associated PersonCRD 501266

  • Anton Burch

    ShareholderCRD 720817

  • George Lange

    George Lange

    Compliance OfficerCRD 820371

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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