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Building 2BURLESON & COMPANY, LLC

Map pinPETALUMA, CA
Phone707-283-0520
NotebookSEC #801-66240
Total AUM
$492M
Employees
5
Clients
333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 1ST STREET
SUITE 204
PETALUMA
CA 94952-4288
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
707-283-0520

ReceiptFinancials

Total AUM
$492M
Accounts
965
Discretionary
$373.6M
Accounts
929
Non-Discretionary
$118.5M
Accounts
36

ContactClients

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Individual Clients
218
AUM
$92.9M
HNW Individual Clients
54
AUM
$209.6M
Pooled Vehicle Clients
1
AUM
$3.4M
Pension/Profit Sharing Plan Clients
41
AUM
$159.2M
Charitable Organization Clients
8
AUM
$17.5M
Corporation or Business Clients
11
AUM
$9.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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

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