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Burgess Chambers & Associates Inc

● SEC registered since 1988CRD 110164SEC# 801-32111Orlando, FL
Export (members)
Reg. AUM
$166.7M
Employees
10
Accounts
22
Location
Orlando, FL

Burgess Chambers & Associates Inc assets under management

Burgess Chambers & Associates Inc is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 1988. It reports $166.7 million in regulatory assets under management and employs 10 people.

Burgess Chambers & Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Burgess Butler Chambers ControlPresident And Chief Executive OfficerOver 75%1988
Dominique Nicole Chaviano ControlChief Compliance OfficerUnder 5%2023
Robert MasriehChief Financial OfficerUnder 5%2019

Frequently asked questions

How much does Burgess Chambers & Associates Inc manage?

Burgess Chambers & Associates Inc reports $166.7 million in regulatory assets under management on its Form ADV.

How many employees does Burgess Chambers & Associates Inc have?

Burgess Chambers & Associates Inc reports 10 employees.

Where is Burgess Chambers & Associates Inc located?

Burgess Chambers & Associates Inc is based in Orlando, FL and has been SEC-registered since 1988.

Does Burgess Chambers & Associates Inc disclose fund performance?

Burgess Chambers & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address315 E. Robinson Street, Suite 690, Orlando, FL 32801
Phone407-644-0111
Fax407-644-0694
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$166.7M
Non-discretionary$0
Total (RAUM)$166.7M