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Building 2BURGESS INVESTMENT GROUP, LLC

Map pinGREENVILLE, SC
Phone864-920-3155
NotebookSEC #801-135075
Total AUM
$147.1M
Employees
19
Clients
864

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
632 S MAIN ST
GREENVILLE
SC 29601
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
864-920-3155
Other Offices
3

ReceiptFinancials

Total AUM
$147.1M
Accounts
864
Discretionary
$146.3M
Accounts
862
Non-Discretionary
$861.3K
Accounts
2

ContactClients

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Individual Clients
784
AUM
$84.7M
HNW Individual Clients
78
AUM
$61.4M
Charitable Organization Clients
2
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTX

HandshakeAffiliates

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

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