|
⚲
|
| Burnett Financial Group Inc
✚
|
|
|---|---|
| CRD # | 167814 |
| SEC # | 801-112746 |
| CIK # | |
| AUM | $182.4 MM (2024-07-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 405-341-9245 |
| Address | 2569 S Kelly Ave Edmond, OK 73013 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 15.4 |
| (b) Individuals (high net worth individuals) | 56 | 142.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 23.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 182.4 |
| By Discretionary | ||
| Discretionary | 240 | 159.3 |
| Non-Discretionary | 6 | 23.1 |
| Total | 246 | 182.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.4 | |
| Total | 246 | 182.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
CornerStone Advisors LLC
✚
|
AR | 0.2 |
|
Calderwood Financial Strategies Inc
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|
TX | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Allied Portfolio Management Inc
✚
|
AZ | 0.2 |
|
Financial Navigators Inc
✚
|
MA | 0.2 |
|
Classic Asset Management LLC
✚
|
ND | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |