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Building 2L.A. BURTON & ASSOCIATES, INC.

Map pinSPRINGFIELD, IL
Phone217-726-8100
NotebookSEC #801-61209
Total AUM
$32.3M
Employees
2
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1224 CENTRE WEST DRIVE
SUITE 200D
SPRINGFIELD
IL 62704
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
217-726-8100

ReceiptFinancials

Total AUM
$32.3M
Accounts
69
Discretionary
$6.5M
Accounts
18
Non-Discretionary
$25.8M
Accounts
51

ContactClients

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Individual Clients
19
AUM
$6.4M
HNW Individual Clients
6
AUM
$21.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M
Charitable Organization Clients
1
AUM
$329.2K
Corporation or Business Clients
1
AUM
$764

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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