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Burkholder & Associates, LLC

● SEC registered since 2021CRD 313338SEC# 801-120797Chevy Chase, MD
Export (members)
Reg. AUM
$228.6M
Employees
4
Accounts
384
Location
Chevy Chase, MD

Burkholder & Associates, LLC assets under management

Burkholder & Associates, LLC operates as an SEC-registered investment adviser based in Chevy Chase, MD. The firm has been registered since 2021. It reports $228.6 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/burkholder-associatesView on SEC.gov ↗

Burkholder & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas Edward Burkholder ControlManaging Member & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Burkholder & Associates, LLC manage?

Burkholder & Associates, LLC reports $228.6 million in regulatory assets under management on its Form ADV.

How many employees does Burkholder & Associates, LLC have?

Burkholder & Associates, LLC reports 4 employees.

Where is Burkholder & Associates, LLC located?

Burkholder & Associates, LLC is based in Chevy Chase, MD and has been SEC-registered since 2021.

Does Burkholder & Associates, LLC disclose fund performance?

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

Contact & registration

Address2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815
Phone301-778-9970
FaxN/A
Office hours9:00a.m. - 6:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.7M
Non-discretionary$13.9M
Total (RAUM)$228.6M