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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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