Burnham Sterling Asset Management LLC

Burnham Sterling Asset Management LLC (CRD# 283907) is a financial advisory firm headquartered in Cos Cob, CT. They manage $200,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
29 River Road, Suite 102, Cos Cob, CT 06807
https://www.burnhamsterling.com/
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $200,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Burnham Sterling Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joonho Lee, financial advisor Cos Cob CT
Joonho Lee
CRD#: 2900218
29 River Road, Suite 102, Cos Cob, CT 06807

Joonho Lee (CRD# 2900218) is an Investment Advisor Representative working at Burnham Sterling Asset Management LLC in Cos Cob, CT and has over 18 years of experience in the finance industry.

2
Michael Morgan, financial advisor Cos Cob CT
Michael D. Morgan
CRD#: 3176778
29 River Road, Suite 102, Cos Cob, CT 06807

Michael Morgan (CRD# 3176778) is an Investment Advisor Representative working at Burnham Sterling Asset Management LLC in Cos Cob, CT and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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