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BURKHOLDER & ASSOCIATES, LLC
Tel: 301-778-9970
2 Wisconsin Circle Suite 700
Chevy Chase, Maryland 20815
BURKHOLDER & ASSOCIATES, LLC
BURKHOLDER & ASSOCIATES, LLC is a Chevy Chase, Maryland based financial advisory firm with nearly $186,500,000 in assets under management and provides investment advisory services for 366 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
313338
SEC#:
801-120797
No. of Clients:
366
Assets under Management
$186,500,000
No. of Advisors:
4
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