|
⚲
|
| Burgess Investment Management and Research Inc
✚
| |
|---|---|
| CRD # | 297648 |
| SEC # | 801-113856 |
| CIK # | |
| AUM | $132.5 MM (2024-03-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 416-622-0466 |
| Address | 120 Adelaide Street West Toronto Ontario, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 24.6 |
| (b) Individuals (high net worth individuals) | 32 | 107.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 394 | 132.5 |
| By Discretionary | ||
| Discretionary | 390 | 130.3 |
| Non-Discretionary | 4 | 2.2 |
| Total | 394 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 111.9 | |
| United States Persons | 20.6 | |
| Total | 394 | 132.5 |
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|---|---|---|
|
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|
FL | 0.1 |
|
Diazo LLC
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|
NV | 0.1 |
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TX | 0.1 |
|
Goverman Financial Solutions LLC
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MA | 0.1 |
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Steward Advisors LLC
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|
IL | 0.1 |
|
Fairscale Capital LLC
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NH | 0.1 |
|
Patrick Financial Group LLC
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|
MI | 0.1 |
|
Gilbert Capital Group Inc
✚
|
ME | 0.1 |
|
ADCM LLC
✚
|
MA | 0.1 |
|
Crawford Gregory Jason
✚
|
CA | 0.1 |