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BURT WEALTH ADVISORS
Investment Advice|NORTH BETHESDA, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$876.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 876.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105211 |
| SEC Number | 801-23924 |
| Street Address | 6116 EXECUTIVE BLVD |
| Street Address 2 | SUITE 500 |
| Location | NORTH BETHESDA, MD 20852 |
| Country | United States |
| Phone | 301-770-9880 |
| Fax | 301-770-9885 |
| Total Employees | 15 |
Client Count by Type (395 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 215 |
| Individuals (other than H… | 180 |
County data not available for this organization.