Burford Brothers, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 306574
- Registered since
- December 16, 2019
- Website
- burfordbrothers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.7%
- Individuals14%
- Pension & Profit Sharing Plans0.76%
- Charitable Organizations0.2%
- Other0.19%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Burford Brothers, Inc. is an independent, privately owned registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration established in 2019) and charges fees as a percentage of assets under management. Its advisory activities include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Burford Brothers does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities42%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$130M in ETFs
27%
$34.8M
73%
$95.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF (CGUS) | Capital Group | Active | Large Blend | $16.5M | 370,276 | 12.64% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 7001 Preston Rd
- Time zone
- CT (UTC-6)
- Office locations
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