Burch & Company, Inc

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
99
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 as an investment bank. The firm has been SEC-registered since 2000 and is owned by an individual. Public registry fields indicate the organization does not operate as a capital allocator and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm is not identified as an active ESG investor. Available records do not list specific business or advisory activities, so the public-facing profile is limited to its regulatory classification rather than a description of client-facing wealth management or discretionary portfolio services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 96
  • James Sullivan

    Associated PersonCRD 501266

  • Anton Burch

    ShareholderCRD 720817

  • George Lange

    George Lange

    Compliance OfficerCRD 820371

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth