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 privately owned corporate investment adviser that has been SEC-registered since 1988. The firm advises both individual and family clients as well as institutional relationships and provides pension consulting services as part of its advisory activities. Its fee schedule mixes AUM-based charges with hourly and fixed-fee arrangements. Burgess Chambers does not identify as an active ESG investor and is not classified as a multi-state adviser in the provided data.

Assets & Accounts

Investments & Alternatives

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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

Asset composition

Asset composition: US Government Bonds 56%, Public Funds/Mutual Funds 42%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%56%
  • 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

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth