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Paula Marie Burke

AMERICAN SHAREHOLDERS INVESTMENT CORP·NANTUCKET, Massachusetts
Clean recordAMERICAN SHAREHOLDERS INVESTMENT CORP
3 THURSTONS CT, NANTUCKET, MA 02554-3656CRD# 4341710Firm CRD# 105256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Marie Burke · NANTUCKET, MA
Registration
CRD #4341710 · AMERICAN SHAREHOLDERS INVESTMENT CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paula Marie Burke is a registered financial advisor based in NANTUCKET, Massachusetts, affiliated with AMERICAN SHAREHOLDERS INVESTMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
AMERICAN SHAREHOLDERS INVESTMENT CORP
AMERICAN SHAREHOLDERS INVESTMENT CORP
AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 4341710
Firm CRD# 105256
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paula Marie Burke offer?
Paula Marie Burke specializes in Investment Management. Contact their office in NANTUCKET, Massachusetts for a consultation.
What are Paula Marie Burke's credentials?
Paula Marie Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Marie Burke located?
Paula Marie Burke is based in NANTUCKET, Massachusetts, working with AMERICAN SHAREHOLDERS INVESTMENT CORP. Their office serves clients in the NANTUCKET metropolitan area and surrounding communities.
How does Paula Marie Burke charge for services?
Paula Marie Burke's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN SHAREHOLDERS INVESTMENT CORP?
AMERICAN SHAREHOLDERS INVESTMENT CORP has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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