Burgess Chambers & Associates Inc

RIASEC RegisteredEst. 1988

Total AUM

$166M

Discretionary

$166M

100% of AUM

Avg account

$7.5M

Accounts

22

Employees

10

Advisory reps

6

Firm details

Headquarters: Orlando, Florida
CRD number: 110164
Registered since: May 23, 1988
Website: www.burgesschambers.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government54.52%
Pension & Profit Sharing Plans23.59%
HNWI15.32%
Individuals3%
Other2.96%
Services: Pension Consulting

Firm profile

FINTRX

Overview

Burgess Chambers & Associates Inc. is a corporation operating as an institutional registered investment adviser that has been SEC-registered since 1988. The firm serves both high-net-worth individuals and families as well as institutional clients. Its stated advisory lineup includes pension consulting services. Fee arrangements are a mix of percentage-of-assets, hourly charges, and fixed fees. The firm identifies as neither an active ESG investor nor a multi-state or newly formed adviser, and it does not act as a capital allocator—its alternative investments are placed with third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds56%
Public Funds/Mutual Funds42%
Exchange Traded Equities1%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Robert Masrieh
Chief Financial OfficerCRD 7081349

Contacts

3 of 5

Dominique Chaviano
Senior AnalystCRD 7843550
Burgess Chambers
PresidentCRD 1713953
Larry Cole
Executive Vice PresidentCRD 4374086

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: Orange
Address: 315 E Robinson St
Time zone: ET (UTC-5)
Office locations

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