CRAIG BURDO LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH GARDENS, Florida
CRD number
332858

Firm profile

FINTRX

Overview

Craig Burdo LLC operates as a limited liability company focused on investment management. While specific details about the firm’s investment preferences and allocation strategies are not disclosed, it is classified as unclassified and does not engage in capital allocation. The firm does not actively pursue ESG investments and is not a multi-state adviser. As an individual-owned entity, it appears to have a streamlined approach to its advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CRAIG BURDO

    Municipal TraderCRD 1180193

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
222 Coral Cay Ter
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth