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Home > Retirement Planners > florida > orlando > BURGESS CHAMBERS & ASSOCIATES INC
BURGESS CHAMBERS & ASSOCIATES INC
315 E. Robinson Street
Suite 690
Orlando, Florida 32801
Tel: 407-644-0111
About BURGESS CHAMBERS & ASSOCIATES INC
BURGESS CHAMBERS & ASSOCIATES INC, formally registered with the SEC as BURGESS CHAMBERS & ASSOCIATES INC. The firm was established in 05/23/1988. They have over 2 offices throughout the country.
BURGESS CHAMBERS & ASSOCIATES INC is a Orlando, Florida based Financial Planning firm with nearly $138,101,982 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110164 |
| SEC# | 801-32111 |
| Assets Managed by Firm | $138,101,982 |
| No. of Clients | 25 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $138,101,982 |
| Individuals (other than high net worth individuals) | 11 | $3,060,188 |
| High net worth individuals | 4 | $33,665,455 |
| Pension and profit sharing plans | 3 | $20,883,594 |
| Charitable organizations | 1 | $878,960 |
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