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Brian Leo Burda

ATIVO CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 3, Series 7, Series 16, Series 24, Series 63, Series 87Clean recordATIVO CAPITAL MANAGEMENT, LLC
120 N LASALLE STREET SUITE 1045, CHICAGO, IL 60602-2493CRD# 2280464Firm CRD# 125303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Leo Burda · CHICAGO, IL
Registration
CRD #2280464 · ATIVO CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 16
Series 24
Series 63
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303 · SEC 801-65975
AUM
$1000M
Regulatory assets under management
Employees
9
48 client accounts
Services offered by ATIVO CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ATIVO CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Brian Leo Burda offer?
Brian Leo Burda specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Brian Leo Burda's credentials?
Brian Leo Burda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Leo Burda located?
Brian Leo Burda is based in CHICAGO, Illinois, working with ATIVO CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Brian Leo Burda charge for services?
Brian Leo Burda's firm is compensated through percentage of aum, performance-based fees, other: percentage of assets advised that are not regulatory aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATIVO CAPITAL MANAGEMENT, LLC?
ATIVO CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $1000M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATIVO CAPITAL MANAGEMENT, LLC

Shiqing Huang
CHICAGO, IL
Ricardo Bekin
CHICAGO, IL
Adan Galvan
CHICAGO, IL
Dennis Aust
CHICAGO, IL
Kelly Ann O'malley
CHICAGO, IL
CFA
Michael Stanley Brooks
CHICAGO, IL

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Research
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