CRD: 290579
Burkart Financial Group, Inc.
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2018
- Office Locations
- 1
Office Locations
About Burkart Financial Group, Inc.
Burkart Financial Group is an independent RIA in St. Petersburg, FL providing personalized advice and long-term strategy, tying investment plans to clients’ broader life goals with ongoing counseling, monitoring, and discipline. The firm serves retail households with comprehensive planning spanning financial, estate, tax, insurance, and business-succession needs, and builds diversified portfolios that may include mutual funds, ETFs, fixed income, and annuities. Custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIN MICHAEL BURKART
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3124826
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,240,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,240,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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