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Building 2BURNHAM & COMPANY LLC

Map pinGRAND RAPIDS, MI
Phone616-430-5105
NotebookSEC #801-132298
Total AUM
$129.5M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4930 CASCADE RD SE
SUITE B
GRAND RAPIDS
MI 49546
United States
Operating Hours
9:00 PM - 4:00 PM
Monday - Friday
Phone
616-430-5105

ReceiptFinancials

Total AUM
$129.5M
Accounts
282
Discretionary
$129.5M
Accounts
282
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$39M
HNW Individual Clients
44
AUM
$68.6M
Charitable Organization Clients
1
AUM
$21.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
AZMEMI

HandshakeAffiliates

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

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