Burch & Company, Inc

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
97
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
102280
Registered since
April 5, 2000

Firm profile

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Overview

Burch & Company, Inc. is incorporated as a corporation and has been registered with the SEC since 2000. Public records classify the firm as an investment bank and identify its ownership as individual. The firm is not listed as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm’s specific advisory services, fee arrangements, and client verticals are not detailed in the available snapshot. The classification as an investment bank suggests a focus on capital markets or transactional work rather than traditional discretionary asset management, but the filing does not provide a breakdown of business lines or advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 94
  • Adam Sheets

    Associated PersonCRD 5677909

  • Kenneth Rousseau

    Kenneth Rousseau

    Associated PersonCRD 6981472

  • Romain Ichbiah

    Romain Ichbiah

    AssociateCRD 6447173

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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