BURKHOLDER & ASSOCIATES, LLC

2 Wisconsin Circle
Suite 700
Chevy Chase, Maryland 20815
Tel: 301-778-9970

About BURKHOLDER & ASSOCIATES, LLC

BURKHOLDER & ASSOCIATES, LLC, formally registered with the SEC as BURKHOLDER & ASSOCIATES, LLC. The firm was established in 04/15/2021. They have over 3 offices throughout the country.

BURKHOLDER & ASSOCIATES, LLC is a Chevy Chase, Maryland based Financial Planning firm with nearly $186,500,000 assets under management, offering retirement planning & investment advisory services to 366 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313338
SEC#	801-120797
Assets Managed by Firm	$186,500,000
No. of Clients	366
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	366	$186,500,000
Individuals (other than high net worth individuals)	30	$15,800,000
High net worth individuals	55	$153,800,000
Pension and profit sharing plans	Fewer than 5 clients	$16,900,000

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PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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