Matthew Burnham, financial advisor Akron OH

Matthew Burnham

CRD Number: 5586452
Current Firm: Auxin Group Wealth Management, LLC

Matthew Burnham (CRD# 5586452) is an Investment Advisor Representative working at Auxin Group Wealth Management, LLC in Akron, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2015 - Current 8
Auxin Group Wealth Management, LLC Akron, OH Jun 2015 - Current 8
Ubs Financial Services Inc. Akron, OH Sep 2010 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Matthew J. Burnham
Phone Number: 330-237-1030
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $250,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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