Burlingame Wealth Management, LLC
Burlingame Wealth Management, LLC (CRD# 300041) is a financial advisory firm headquartered in Burlingame, CA. They manage $48,913,602 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Burlingame Wealth Management, LLC
By the Numbers
-
Total Assets Under Management49MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$1,881,292
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Burlingame Wealth Management, LLC
1
David Magnuson (CRD# 6895494) is an Investment Advisor Representative working at Burlingame Wealth Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.