BURKART FINANCIAL GROUP, INC.
Firm details
- Headquarters
- ST PETERSBURG, Florida
- CRD number
- 290579
- Website
- burkartfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.35%
- Individuals15.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Burkart Financial Group, Inc. is an independently owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; it identifies itself as a capital allocator. Its fee arrangements include asset‑based fees as well as hourly and fixed fees. The firm does not characterize itself 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 Funds79%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1KEVIN BURKART
Founder and PresidentCRD 3124826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 5301 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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