Be advised. This firm is no longer registered.

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
201 1st Street, Suite 204, Petaluma, CA 94952
https://www.linkedin.com/company/burleson-company
By the Numbers
  • Total Assets Under Management
    492
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Burleson & Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Burleson, financial advisor Petaluma CA
James D. Burleson
CRD#: 2432451
201 First Street, Suite 204, Petaluma, CA 94952

James Burleson (CRD# 2432451) is an Investment Advisor Representative working at Burleson & Company, LLC in Petaluma, CA and has over 20 years of experience in the finance industry.

2
Elizabeth Butler, financial advisor Petluma CA
Elizabeth A. Butler
CRD#: 6948700
201 1st Street, Suite 204, Petluma, CA 94952

Elizabeth Butler (CRD# 6948700) is an Investment Advisor Representative working at Burleson & Company, LLC in Petluma, CA and has over 5 years of experience in the finance industry.

3
Henry Greenleaf, financial advisor Petaluma CA
Henry M. Greenleaf
CRD#: 3103307
201 1st Street, Suite 204, Petaluma, CA 94952

Henry Greenleaf (CRD# 3103307) is an Investment Advisor Representative working at Burleson & Company, LLC in Petaluma, CA and has over 23 years of experience in the finance industry.

4
Heidi Wilson, financial advisor Petaluma CA
Heidi M. Wilson
CRD#: 5867346
201 1st Street, Suite 204, Petaluma, CA 94952

Heidi Wilson (CRD# 5867346) is an Investment Advisor Representative working at Burleson & Company, LLC in Petaluma, CA and has over 13 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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