Adviser Profile
| As of Date | 03/05/2023 |
| Registration status | Registration Changed to BURNHAM & COMPANY LLC |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 616 xxxxxxx |
| AUM* | 85,000,000 |
| of that, discretionary | 85,000,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 340,000 |
| % High Net Worth | 19.25% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
85M
73M
61M
49M
36M
24M
12M
2022
Private Funds
No private funds