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GOEPPER BURKHARDT LLC

531 South Main Street
Suite 303
Greenville, South Carolina 29601
Tel: 864-370-3244

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About GOEPPER BURKHARDT LLC

GOEPPER BURKHARDT LLC, formally registered with the SEC as GOEPPER BURKHARDT LLC. The firm was established in 08/13/2003. They have over 1 offices throughout the country.

GOEPPER BURKHARDT LLC is a Greenville, South Carolina based Financial Planning firm with nearly $325,688,139 assets under management, offering retirement planning & investment advisory services to 660 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127896
SEC#801-62283
Assets Managed by Firm$325,688,139
No. of Clients660
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total660$325,688,139
Individuals (other than high net worth individuals)69$33,243,919
High net worth individuals108$288,369,993
Charitable organizations2$4,074,227

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