BOURKE WEALTH MANAGEMENT - Financial Advisor in California, Santa Barbara

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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