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CRD: 297648
Burgess Investment Management AND Research Inc.
$144.2M Total AUM
$142.3M Disc. AUM
11.5% 3Y CAGR
3 Employees
99 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS · RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
120 Adelaide Street West Suite 2500 Toronto, Ontario --
About Burgess Investment Management AND Research Inc.
Burgess Investment Management and Research Inc. is a Toronto-based discretionary investment manager serving individuals, trusts, corporations, and family foundations. Portfolios emphasize asset allocation and risk management, using ETFs, mutual funds, and fixed income. Works with custodians including Fidelity/NFS and RBC.
Team overview
-- AVG AGE
$144.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GREGORY WARD BURGESS
Chief Compliance Officer, President
- CRD
- #2526398
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,331,524 | $349,709 |
| Non-Discretionary | $1,827,877 | $456,969 |
| Total | $144,159,401 | $350,753 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Sovereign Bonds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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