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 advisory firm that works primarily with individual and family clients. The firm registered with the SEC in 2025 and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory offering centers on discretionary portfolio management for individuals and small businesses and includes pension consulting services. Burnham does not identify as an active ESG investor and is not positioned as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 90Active vs passive
$25.2M in ETFs
40%
$10.1M
47%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $4.9M | 96,046 | 19.27% |
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
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