$129.5M Total AUM
$129.5M Disc. AUM
11.9% 3Y CAGR
2 Employees
171 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Foundation harbor
- Established Date
- 07-12-2022
- Office Locations
- 1
Office Locations
4930 Cascade RD SE Suite B Grand Rapids MI
About Burnham & Company LLC
Burnham & Company LLC is a Grand Rapids-based RIA. The firm has been operating for 4 years. Managing $129.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction, Tax Planning.
Team overview
29 AVG AGE
$64.8M AVG AUM / ADVISOR
$757.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Signal Peak pioneer Horizon Insight North
Client Personas
Eagle
Custodian
Momentum pathway Bridge alpha
Investment Vehicles
Value momentum
Services
Ridge alpha Summit eagle Signal
Technology
Vital delta
Owner & Executives
B
BOBBY TSIRONIS
Owner
- CRD
- #1636591
- Ownership
- 75% or more
(623) 226-5679
crest.capital@harborcapital.com
in linkedin.com/in/frontier-oak
Adam Roland Trask
Chief Compliance Officer
- CRD
- #6624797
- Ownership
- Less than 5%
(900) 357-7887
foundation.momentum@frontiercapital.com
in linkedin.com/in/summit-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,534,296 | $459,341 |
| Non-Discretionary | $0 | -- |
| Total | $129,534,296 | $459,341 |
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Separately Managed Accounts
Total SMA Asset: $129,534,296
Equity - Exchange:
23.5% Public Funds:
19.2% Cash:
10.5% Corporate - Investment Grade:
11.8% Municipal Bonds:
19.8% U.S. Government/Agency:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $722,651,895 | 23.5% |
| Public Funds | $590,421,974 | 19.2% |
| Cash | $322,887,017 | 10.5% |
| Corporate - Investment Grade | $362,863,505 | 11.8% |
| Municipal Bonds | $608,872,661 | 19.8% |
| U.S. Government/Agency | $467,417,396 | 15.2% |
| Total | $3,075,114,448 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT VECTOR | FOUNDATION MOMENTUM | UHNO8KK1A | SINVH | 9.67% | $8,006,576 |
| ZENITH FRONTIER ALPHA | OPTIMA PATHWAY | VWTXKVRBZ | YHDXA | 5.30% | $25,383,947 |
| MOMENTUM MERIDIAN | RADIAL PATHWAY | X4140Z4J5 | DPJG | 6.24% | $96,617,826 |
| INSIGHT SIGNAL | FOUNDATION HARBOR | GHV0J3V7D | OIMQ | 4.82% | $11,614,021 |
| SIGNAL RIDGE INSIGHT | CREST EMBER | V2GWF8OST | HEIZ | 6.30% | $1,820,950 |
| NORTH HARBOR QUANTUM | NORTH CREST | FX8JAUVDT | PCX | 8.33% | $107,338,879 |
| ATLAS FOUNDATION OAK | HORIZON GLACIER | 7NUK9ZJLT | HWM | 5.41% | $116,039,404 |
| PIONEER BEACON | VITAL FRONTIER | XNFKDLY2I | JZHP | 6.76% | $82,160,044 |