BURKHOLDER & ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$287,361,178
Discretionary
$274,153,528
Non-discretionary
$13,207,650
Firm details
- CRD number
- 313338
- SEC file number
- 801-120797
- Main office
- WASHINGTON, DC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.