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⚲
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| Burnett Financial Group Inc
✚
|
|
|---|---|
| CRD # | 167814 |
| SEC # | 801-112746 |
| CIK # | |
| AUM | $148.6 MM (2023-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 405-341-9245 |
| Address | 2569 S Kelly Ave Edmond, OK 73013 |
| Source | [IAPD] [Website] |
| Total AUM ($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
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|
FL | 0.1 |
|
Synergy Financial Partners LLC
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|
CO | 0.1 |
|
IKE Capital LLC
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|
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 |