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GOEPPER BURKHARDT LLC
531 South Main Street
Suite 303
Greenville, South Carolina 29601
Tel: 864-370-3244
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 $240,946,011 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 127896 |
| SEC# | 801-62283 |
| Assets Managed by Firm | $240,946,011 |
| No. of Clients | 561 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 561 | $240,946,011 |
| Individuals (other than high net worth individuals) | 38 | $26,018,382 |
| High net worth individuals | 89 | $211,598,874 |
| Charitable organizations | 1 | $3,328,755 |
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