Burnham Gibson Wealth Advisors, LLC
Burnham Gibson Wealth Advisors, LLC (CRD# 312284) is a financial advisory firm headquartered in Irvine, CA. They manage $3,244,151,546 in 1,180 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management3,244MILLION
-
Total Number of Accounts1,180ACCOUNTS
-
Average Account Value$2,749,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, TX, WA
Jeffrey Warnock (CRD# 1458833) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 27 years of experience in the finance industry.
Jonathan Young (CRD# 5461805) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Boise, ID and has over 16 years of experience in the finance industry.
Stephen Yu (CRD# 4635091) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 21 years of experience in the finance industry.
Kayla Franco (CRD# 7206698) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 3 years of experience in the finance industry.
Robert Trujillo (CRD# 6052608) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 11 years of experience in the finance industry.
Aaron Vasquez (CRD# 6463239) is an Investment Advisor Representative working at Burnham Gibson Wealth Advisors, LLC in Irvine, CA and has over 8 years of experience in the finance industry.