Investment adviser · CRD 173898

BURGESS WEALTH ADVISORY

Investment adviser filing (IA)

JM BURGESS CORP.

RICHMOND, VA, United States · Form ADV filed Apr 10, 2015

Regulatory AUM
$13.9M
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 10, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9020 STONY POINT PKWY, SUITE 360
RICHMOND, VA, 23235, United States

CRD 173898

Filing source

Form ADV 908362 · Apr 10, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.