Burge Financial

Burge Financial (CRD# 172552) is a financial advisory firm headquartered in Sacramento, CA. They manage $13,800,000 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $97,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Burge Financial
Showing 1 - 1 of 1 top financial advisors.
1
Steven W. Burge
CRD#: 5058348
2000 L Street, Suite 100, Sacramento, CA 95811

Steven Burge (CRD# 5058348) is an Investment Advisor Representative working at Burge Financial in Sacramento, CA and has over 18 years of experience in the finance industry.

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