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Home > Retirement Planners > texas > dallas > BURFORD BROTHERS, INC.
BURFORD BROTHERS, INC.
7001 Preston Road
Suite 405
Dallas, Texas 75205
Tel: 214-523-2333
About BURFORD BROTHERS, INC.
BURFORD BROTHERS, INC, formally registered with the SEC as BURFORD BROTHERS, INC. The firm was established in 12/16/2019. They have over 1 offices throughout the country.
BURFORD BROTHERS, INC. is a Dallas, Texas based Financial Planning firm with nearly $361,328,374 assets under management, offering retirement planning & investment advisory services to 749 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306574 |
| SEC# | 801-117819 |
| Assets Managed by Firm | $361,328,374 |
| No. of Clients | 749 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 749 | $361,328,374 |
| Individuals (other than high net worth individuals) | 154 | $313,353,466 |
| High net worth individuals | 57 | $42,551,026 |
| Pension and profit sharing plans | 3 | $2,686,110 |
| Charitable organizations | 2 | $718,761 |
| Corporations or other businesses | 5 | $764,875 |
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