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| Happy Holidays!! thanks for using AUM13F!! |
| Burkholder & Associates LLC
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|---|---|
| CRD # | 313338 |
| SEC # | 801-120797 |
| CIK # | |
| AUM | $228.6 M (2025-03-20) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 301-778-9970 |
| Address | 2 Wisconsin Circle Chevy Chase, MD 20815 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 13.0 |
| (b) Individuals (high net worth individuals) | 64 | 208.0 |
| (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 | 7.6 |
| (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 | 384 | 228.6 |
| By Discretionary | ||
| Discretionary | 380 | 214.7 |
| Non-Discretionary | 4 | 13.9 |
| Total | 384 | 228.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 227.3 | |
| Total | 384 | 228.6 |
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|---|---|---|
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
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AFG Fiduciary Services Limited Partnership
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MA | 0.2 |
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TX | 0.2 |
|
Texas Family Wealth LLC
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TX | 0.2 |
|
Omnistar Financial Group Inc
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NC | 0.2 |
|
Your Private Client Group Inc
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|
0.2 | |
|
Decatur Capital Management Inc
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|
GA | 0.2 |
|
BPP Wealth Solutions LLC
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|
NJ | 0.2 |
|
Michael Brady & Co LLC
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|
OH | 0.2 |
|
Secured Retirement Advisors LLC
✚
|
MN | 0.2 |