Goepper Burkhardt LLC
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 127896
- Registered since
- August 13, 2003
- Website
- retireto.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.7%
- Individuals11.16%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goepper Burkhardt LLC is an independent, SEC-registered registered investment adviser formed in 2003 and organized as a limited liability company. The firm serves individual and family clients as well as some institutional relationships, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Non-Exchange Traded Equities71%
- Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 3
Gregory Goff
Lead Wealth AdvisorCRD 6655881
Robert Flink
Wealth AdvisorCRD 5312360
John Burkhardt
Partner, Wealth AdvisorCRD 4696493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$311M in ETFs
88%
$273M
1%
$38.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $47.8M | 1,412,525 | 15.35% |
Location
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 531 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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