This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2014
- Office Locations
- 1
Office Locations
About Burge Financial
Burge Financial is a Sacramento, CA registered investment adviser serving retail clients, including entrepreneurs, with financial and investment planning plus tax planning, estate planning, insurance, portfolio construction, and business succession support. The firm’s investment approach centers on ETF-based asset allocation and risk management, with cash and U.S. government/agency exposure used alongside small allocations to private funds. Custody relationships include Charles Schwab & Co.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN WAYNE BURGE
Chief Compliance Officer, President, Trader
- CRD
- #5058348
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,600,000 | -- |
| Non-Discretionary | $150,000 | -- |
| Total | $14,750,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,750,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $859,647,917 | 22.8% |
| Cash | $1,542,087,711 | 40.9% |
| Equity - Exchange | $1,368,649,973 | 36.3% |
| Total | $3,770,385,601 | 100.0% |