CRD: 313338
Burkholder & Associates, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SummitOak oak
- Established Date
- 04-15-2021
- Office Locations
- 2
Office Locations
About Burkholder & Associates, LLC
Burkholder & Associates, LLC is an independent RIA providing customized financial and investment planning focused on clients’ goals, life and legacy. The team supports individuals/families and business owners with portfolio construction, retirement and estate/charitable planning, and risk management. Investment implementation includes public funds and ETFs (with fixed-income exposure), with primary custody through Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS EDWARD BURKHOLDER
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4728289
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KIMBERLY LINDSAY BLECK
--
- CRD
- #5727806
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $274,153,528 | $685,384 |
| Non-Discretionary | $13,207,650 | $3,301,913 |
| Total | $287,361,178 | $711,290 |
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Separately Managed Accounts
Total SMA Asset: $287,361,178
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,668,778,914 | 37.8% |
| Equity - Exchange | $508,338,841 | 7.2% |
| Cash | $910,773,756 | 12.9% |
| Municipal Bonds | $1,193,184,223 | 16.9% |
| Corporate - Investment Grade | $1,779,185,942 | 25.2% |
| Total | $7,060,261,676 | 100.0% |