Bourke Wealth Management
Bourke Wealth Management (CRD# 297957) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $115,922,161 in 274 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management116MILLION
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Total Number of Accounts274ACCOUNTS
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Average Account Value$423,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA
Kevin Bourke (CRD# 1660351) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 29 years of experience in the finance industry.
John Lee (CRD# 1739880) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 36 years of experience in the finance industry.
Olivia Bourke (CRD# 7049195) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 4 years of experience in the finance industry.
Rachael Bourke (CRD# 7203086) is an Investment Advisor Representative working at Bourke Wealth Management in Vancouver, WA and has over 4 years of experience in the finance industry.