Burnett Financial Group Inc

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Assets, Funds, Holdings

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Burnett Financial Group Inc
CRD #167814
SEC #801-112746
CIK #
AUM $148.6 MM (2023-03-30)
Employees 3 (33% Investors, 0% Brokers)
Phone405-341-9245
Address2569 S Kelly Ave
Edmond, OK 73013
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402010201420192024
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)
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IKE Capital LLC
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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
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First Mason Financial LLC
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