BURKHOLDER & ASSOCIATES, LLC
Tel: 301-778-9970 2 Wisconsin Circle Suite 700 Chevy Chase, Maryland 20815
About BURKHOLDER & ASSOCIATES, LLC
BURKHOLDER & ASSOCIATES, LLC is a Chevy Chase, Maryland based financial advisory firm with nearly $186,500,000 in assets under management and provides investment advisory services for 366 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
313338
Firm SEC#:
801-120797
Assets Under Management:
$186,500,000
No. of Clients:
366
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services
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