Burleson & Company, LLC
Burleson & Company, LLC (CRD# 131803) is a financial advisory firm headquartered in Petaluma, CA. They manage $492,021,335 in 965 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management492MILLION
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$509,867
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 businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Burleson & Company, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.