1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BURGESS CHAMBERS & ASSOCIATES INC

Map pinORLANDO, FL
Phone407-644-0111
NotebookSEC #801-32111
Total AUM
$165.9M
Employees
10
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 E. ROBINSON STREET
SUITE 690
ORLANDO
FL 32801
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
407-644-0111
Other Offices
6

ReceiptFinancials

Total AUM
$165.9M
Accounts
22
Discretionary
$165.9M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
11
AUM
$5M
HNW Individual Clients
4
AUM
$25.4M
Pension/Profit Sharing Plan Clients
2
AUM
$39.1M
Charitable Organization Clients
1
AUM
$1M
Government Entity Clients
2
AUM
$90.4M
Other Clients
2
AUM
$4.9M
Description of Other Clients
FOUNDATION ACCOUNTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account