BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.
SEC Form ADV profile.
Total regulatory AUM
$144,159,401
Discretionary
$142,331,524
Non-discretionary
$1,827,877
Firm details
- CRD number
- 297648
- SEC file number
- 801-113856
- Main office
- TORONTO, ONTARIO, Canada
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.