Burnham & Company LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 319339
- Registered since
- March 31, 2025
- Website
- burnhamandco.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.97%
- Individuals30.11%
- Charitable Organizations16.92%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Burnham & Company LLC is a privately owned limited liability firm that provides portfolio management for individual and small-business clients and offers pension consulting services. The firm charges either a percentage of assets under management or fixed fees. It reports not being an active ESG investor, not operating as a capital allocator, and not structured as a multi-state adviser. The firm registered with the SEC in 2025 and identifies its owner type as an individual. Its client base is concentrated on individuals and families rather than institutions.
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Adam Trask
Chief Compliance OfficerCRD 6624797
Contacts
1 of 1
Bobby Tsironis
Managing PartnerCRD 1636591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$22.8M in ETFs
39%
$8.8M
49%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $5.7M | 111,933 | 24.87% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4930 Cascade Rd Se
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Revalue LLC
RIAGrand Rapids, MI
Synergy Wealth Management, LLC
RIAGrand Rapids, MI
Charter Private Capital Management, LLC
RIAGrand Rapids, MI
Streamsong Advisors, LLC
RIAGrand Rapids, MI
Brooktree Capital Management Inc.
RIAGrand Rapids, MI
Robert Charles Capital Management
RIAGrand Rapids, MI