B
$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-20-2010
- Office Locations
- 1
Office Locations
1300 John Adams Street #103 #103 Oregon City OR
About Burnside AND Co.
Burnside and Co. is an Oregon City, OR RIA delivering its FSX (Financial Stewardship eXperience) with a proactive, personalized client experience. The firm provides financial planning, insurance guidance, and portfolio construction/asset allocation, with a client tilt toward entrepreneurs. Portfolios are predominantly ETF-based in SMAs and custodied primarily at Charles Schwab.
Team overview
55 AVG AGE
$34.6M AVG AUM / ADVISOR
$865.0K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
JOHN CHRISTIAN BURNSIDE
Investment Advisor
- CRD
- #2427107
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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