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 6 offices throughout the country.

BURGESS CHAMBERS & ASSOCIATES INC is a Orlando, Florida based Financial Planning firm with nearly $151,702,176 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110164
SEC#	801-32111
Assets Managed by Firm	$151,702,176
No. of Clients	22
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$151,702,176
Individuals (other than high net worth individuals)	11	$3,390,620
High net worth individuals	4	$23,722,749
Pension and profit sharing plans	2	$26,303,689
Charitable organizations	1	$981,549

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