|
⚲
|
| Burkholder & Associates LLC
✚
|
|
|---|---|
| CRD # | 313338 |
| SEC # | 801-120797 |
| CIK # | |
| AUM | $287.4 M (2026-06-11) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 301-778-9970 |
| Address | 1250 Connecticut Ave NW Washington, DC 20036 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 15.1 |
| (b) Individuals (high net worth individuals) | 70 | 263.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 287.4 |
| By Discretionary | ||
| Discretionary | 400 | 274.2 |
| Non-Discretionary | 4 | 13.2 |
| Total | 404 | 287.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 285.8 | |
| Total | 404 | 287.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Echo Wealth Management LLC
✚
|
MN | 0.3 |
|
Financial Independence LLC
✚
|
RI | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.3 |
|
Valley Financial Group Inc
✚
|
PA | 0.3 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.3 |
|
Landmark Wealth Management Inc
✚
|
IL | 0.3 |
|
Pathways Wealth Management Inc
✚
|
0.3 | |
|
Alchemi Wealth LLC
✚
|
CT | 0.3 |
|
Otto & Associates Inc
✚
|
VT | 0.3 |