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Building 2WILLIAM J. BURTON, M.A.

Map pin
Phone251-344-4785; 251-460-8500
NotebookSEC #801-11310
Total AUM
$77.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5 P.M. BY APPOINTMENT
Monday - Friday
Phone
251-344-4785; 251-460-8500

ReceiptFinancials

Total AUM
$77.6M
Accounts
47
Discretionary
$0
Accounts
0
Non-Discretionary
$77.6M
Accounts
47

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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