Burnett Financial Group Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Burnett Financial Group Inc ✚
CRD #	167814
SEC #	801-112746
CIK #
AUM
Employees	4 (75% Investors, 0% Brokers)
Phone	405-341-9245
Address	2569 S Kelly Ave Edmond, OK 73013
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	44	15.4
(b) Individuals (high net worth individuals)	56	142.8
(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	6	23.1
(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	1	1.1
(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	246	182.4
By Discretionary
Discretionary	240	159.3
Non-Discretionary	6	23.1
Total	246	182.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		182.4
Total	246	182.4

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