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Building 2BURT WEALTH ADVISORS

Map pinNORTH BETHESDA, MD
Phone301-770-9880
NotebookSEC #801-23924
Total AUM
$876.2M
Employees
15
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6116 EXECUTIVE BLVD
SUITE 550
NORTH BETHESDA
MD 20852
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-770-9880

ReceiptFinancials

Total AUM
$876.2M
Accounts
1,364
Discretionary
$876.2M
Accounts
1,364
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
180
AUM
$68.8M
HNW Individual Clients
215
AUM
$807.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGALAMAMDNCNENHNYORPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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