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 $145,687,815 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313338
SEC#	801-120797
Assets Managed by Firm	$145,687,815
No. of Clients	341
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	341	$145,687,815
Individuals (other than high net worth individuals)	27	$14,254,145
High net worth individuals	55	$117,052,259
Pension and profit sharing plans	6	$14,381,411

Inquire with BURKHOLDER & ASSOCIATES, LLC

More Retirement Planning firms in Chevy Chase, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,506,538,334,571	3783	3722
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$165,475,690,648	62	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$98,298,071,437	22302	629
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

Explore More Retirement Advisors in Chevy Chase, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.