Burgeon Group, Inc.

Burgeon Group, Inc. (CRD# 165741) is a financial advisory firm headquartered in Grass Valley, CA. They manage $1,400,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $93,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Burgeon Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy S. Bailey
CRD#: 6126825
14077 Jasmine Loop, Penn Valley, CA 95946
90
Wealthminder
score

Jeremy Bailey (CRD# 6126825) is an Investment Advisor Representative working at Burgeon Group, Inc. in Penn Valley, CA and has over 5 years of experience in the finance industry.

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