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Building 2BURT ASSET MANAGEMENT, INC.

Map pin
Phone770-475-3701
NotebookSEC #801-132486
Total AUM
$117M
Employees
1
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
770-475-3701

ReceiptFinancials

Total AUM
$117M
Accounts
184
Discretionary
$117M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$19.4M
HNW Individual Clients
21
AUM
$92.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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