The Burge Company

The Burge Company (CRD# 132470) is a financial advisory firm headquartered in Houston, TX. They manage $3,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at The Burge Company
Showing 1 - 1 of 1 top financial advisors.
Pat S. Burge
CRD#: 2777882
Houston, TX

Pat Burge (CRD# 2777882) is an Investment Advisor Representative working at The Burge Company in Houston, TX and has over 18 years of experience in the finance industry. Pat Burge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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