Burkholder & Associates, LLC

RIASEC RegisteredEst. 2021

Total AUM

$287M

Discretionary

$274M

95% of AUM

Avg account

$711K

Accounts

404

Employees

Advisory reps

Firm details

Headquarters: Washington, District of Columbia
CRD number: 313338
Registered since: April 15, 2021
Website: www.burkholderassociates.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.66%
Individuals5.25%
Pension & Profit Sharing Plans3.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Burkholder & Associates, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves primarily individual and family clients. Its advisory offering includes financial planning, discretionary portfolio management for individuals and small businesses, management for pooled investment vehicles, pension consulting, and selecting other advisers. The firm also functions as a registered representative of a broker-dealer and as an insurance broker, which supports the use and distribution of insurance products alongside advisory services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor.