Burkholder & Associates, LLC

Burkholder & Associates, LLC (CRD# 313338) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $186,500,000 in 366 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815
https://www.burkholderassociates.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $509,563
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, DE, FL, LA, MD, TX, VA

Financial Advisors at Burkholder & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kimberly Bleck, financial advisor Chevy Chase MD
Kimberly L. Bleck
CRD#: 5727806
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815

Kimberly Bleck (CRD# 5727806) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 12 years of experience in the finance industry.

2
Nicholas Burkholder, financial advisor Chevy Chase MD
Nicholas E. Burkholder
CRD#: 4728289
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815

Nicholas Burkholder (CRD# 4728289) is an Investment Advisor Representative working at Burkholder & Associates, LLC in Chevy Chase, MD and has over 20 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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