BOURKE WEALTH MANAGEMENT
Tel: (805) 966-2122 222 East Canon Perdido Street, Suite 305 Santa Barbara, California 93101
About BOURKE WEALTH MANAGEMENT
BOURKE WEALTH MANAGEMENT is a Santa Barbara, California based financial advisory firm with nearly $115,922,161 in assets under management and provides investment advisory services for 274 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
297957
Firm SEC#:
801-117257
Assets Under Management:
$115,922,161
No. of Clients:
274
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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