Burgess Investment Group, LLC
Burgess Investment Group, LLC (CRD# 318698) is a financial advisory firm headquartered in Greenville, SC. They manage $22,201,153 in 229 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management22MILLION
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Total Number of Accounts229ACCOUNTS
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Average Account Value$96,948
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC, TX
Matthew Hastings (CRD# 6318054) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has over 9 years of experience in the finance industry.
Johnathan Burgess (CRD# 7339636) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has over 3 years of experience in the finance industry.
Clemmy Osborne (CRD# 7773985) is an Investment Advisor Representative working at Burgess Investment Group, LLC in Greenville, SC and has 1 year of experience in the finance industry.