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Jeffrey Gaylord Burch

CRIBSTONE CAPITAL MANAGEMENT, LLC·BRUNSWICK, Maine
Unclaimed Profile
155 PARK ROW, BRUNSWICK, ME 04011CRD# 2951459Firm CRD# 174974
01

About

Jeffrey Gaylord Burch is a registered financial advisor based in BRUNSWICK, Maine, affiliated with CRIBSTONE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRIBSTONE CAPITAL MANAGEMENT, LLC
CRIBSTONE CAPITAL MANAGEMENT, LLC
AUM
$377M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CRIBSTONE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2951459
Firm CRD# 174974
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Gaylord Burch offer?
Jeffrey Gaylord Burch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BRUNSWICK, Maine for a consultation.
What are Jeffrey Gaylord Burch's credentials?
Jeffrey Gaylord Burch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Gaylord Burch located?
Jeffrey Gaylord Burch is based in BRUNSWICK, Maine, working with CRIBSTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BRUNSWICK metropolitan area and surrounding communities.
How does Jeffrey Gaylord Burch charge for services?
Jeffrey Gaylord Burch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRIBSTONE CAPITAL MANAGEMENT, LLC?
CRIBSTONE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRUNSWICK
David Andrew Kenkel — OUTFITTER FINANCIAL, LLCScott Edward Upham — CRIBSTONE CAPITAL MANAGEMENT, LLCMichael Brad Brazinsky — OUTFITTER FINANCIAL, LLCUchechukwu Stanley Chibueze Osuji — CEI VENTURES, INC.Carlos Robert Mello — CEI VENTURES, INC.
Nearby cities in Maine
PORTLAND (131)BANGOR (22)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBANGOR GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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