|
⚲
|
| Burgess Investment Management and Research Inc
✚
|
|
|---|---|
| CRD # | 297648 |
| SEC # | 801-113856 |
| CIK # | |
| AUM | $104.9 MM (2023-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 416-622-0466 |
| Address | 120 Adelaide Street West Toronto Ontario, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 28.1 |
| (b) Individuals (high net worth individuals) | 31 | 76.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 104.9 |
| By Discretionary | ||
| Discretionary | 386 | 101.9 |
| Non-Discretionary | 6 | 3.0 |
| Total | 392 | 104.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 87.5 | |
| United States Persons | 17.4 | |
| Total | 392 | 104.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McGrath & Associates Inc
✚
|
NC | 0.1 |
|
15 Equity LLC
✚
|
CA | 0.1 |
|
MCW Financial Inc
✚
|
KY | 0.1 |
|
Globescan Capital Inc
✚
|
TX | 0.1 |
|
Longbow Asset Management
✚
|
OK | 0.1 |
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Royal Oak Financial Group
✚
|
OH | 0.1 |
|
Cladis Investment Advisory LLC
✚
|
MT | 0.1 |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
|
Kensington Financial Group Inc
✚
|
NC | 0.1 |