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Building 2BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.

Map pinTORONTO, ONTARIO
Phone416 622 0466
NotebookSEC #801-113856
Total AUM
$144.2M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 ADELAIDE STREET WEST
SUITE 2500
TORONTO, ONTARIO
M5H 1T1
Canada
Operating Hours
9AM - 5PM
Monday - Friday
Phone
416 622 0466

ReceiptFinancials

Total AUM
$144.2M
Accounts
411
Discretionary
$142.3M
Accounts
407
Non-Discretionary
$1.8M
Accounts
4

ContactClients

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Individual Clients
54
AUM
$19.1M
HNW Individual Clients
44
AUM
$125.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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