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BURGESS WEALTH ADVISORY
RICHMOND, VA
804-320-3136
SEC #801-80784Total AUM
$13.9M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9020 STONY POINT PKWY
SUITE 360
RICHMOND
VA 23235
United States
SUITE 360
RICHMOND
VA 23235
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
804-320-3136
Financials
Total AUM
$13.9M
Accounts
95Discretionary
$0
Accounts
0Non-Discretionary
$13.9M
Accounts
95
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
VA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.