BURGESS INVESTMENT GROUP, LLC
Doing business as DBA BIG MONEY RETIREMENT AND BIG RETIREMENT. SEC Form ADV profile.
Total regulatory AUM
$147,135,626
Discretionary
$146,274,367
Non-discretionary
$861,259
Firm details
- CRD number
- 318698
- SEC file number
- 801-135075
- Main office
- GREENVILLE, SC, United States
- Employees
- 28
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.