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BURT WEALTH ADVISORS

Tel: 301-770-9880
6116 Executive Blvd
Suite 500
North Bethesda, Maryland  20852

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BURT WEALTH ADVISORS

BURT WEALTH ADVISORS is a North Bethesda, Maryland based financial advisory firm with nearly $796,053,958 in assets under management and provides investment advisory services for 1309 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

105211

SEC#:

801-23924

No. of Clients:

1309

Assets under Management

$796,053,958

No. of Advisors:

13

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