BURKHOLDER & ASSOCIATES, LLC - Financial Advisor in Maryland, Chevy Chase

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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