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Burnett Financial Group Inc
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CRD # | 167814 |
SEC # | 801-112746 |
CIK # | |
AUM | $148.6 MM (2023-03-30) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 405-341-9245 |
Address | 2569 S Kelly Ave Edmond, OK 73013 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 29 | 7.1 |
(b) Individuals (high net worth individuals) | 60 | 123.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 17.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 1.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 219 | 148.6 |
By Discretionary | ||
Discretionary | 214 | 131.6 |
Non-Discretionary | 5 | 17.0 |
Total | 219 | 148.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 148.6 | |
Total | 219 | 148.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Copper Leaf Financial LLC
✚
|
VT | 0.1 |
Aragon Capital LLC
✚
|
FL | 0.1 |
Synergy Financial Partners LLC
✚
|
CO | 0.1 |
IKE Capital LLC
✚
|
NY | 0.1 |
Impactfolio LLC
✚
|
CO | 0.1 |
TAM Financial Advisors LLC
✚
|
MD | 0.1 |
Andrew C Karlinski
✚
|
CA | 0.1 |
HFH Planning Inc
✚
|
NY | 0.1 |
Bullock Wealth Management Group Inc
✚
|
IN | 0.1 |
First Mason Financial LLC
✚
|
OH | 0.1 |