Burgess Investment Management And Research Inc. is an adviser based in Toronto, Ontario. It manages $72.63 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2019.
Burgess Investment Management And Research provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burgess Investment Management And Research Inc. is $72.63 million. $63.29 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Burgess Investment Management And Research Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Burgess Investment Management And Research is high net worth individuals with 22 clients and $57.5 million of assets under management. Among the 4 most similar advisory firms, Burgess Investment Management And Research has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $72.63 million for 62 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 89% of the firm’s clients are foreign persons or businesses.
Burgess Investment Management And Research doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Burgess Investment Management And Research Inc. performs its advisory services is located at 120 Adelaide Street West, Toronto, Ontario, M5 H 1 T1, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 416 622 0466. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at burgessinvestmentmanagement.com/.