AdvisorOS Directory
Claim Profile
AT

Adam Roland Trask

BURNHAM & COMPANY LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
750 FRONT AVE, GRAND RAPIDS, MI 49504CRD# 6624797Firm CRD# 319339
01

About

Adam Roland Trask is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with BURNHAM & COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
BURNHAM & COMPANY LLC
BURNHAM & COMPANY LLC
AUM
$85M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURNHAM & COMPANY LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6624797
Firm CRD# 319339
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

Browse GRAND RAPIDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Roland Trask offer?
Adam Roland Trask specializes in Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Adam Roland Trask's credentials?
Adam Roland Trask is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Roland Trask located?
Adam Roland Trask is based in GRAND RAPIDS, Michigan, working with BURNHAM & COMPANY LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Adam Roland Trask charge for services?
Adam Roland Trask's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNHAM & COMPANY LLC?
BURNHAM & COMPANY LLC has approximately 4 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRAND RAPIDS
Brandon David George — FORMULA FOLIO INVESTMENTS, LLCEdward William Nolan — FORMULA FOLIO INVESTMENTS, LLCFord Mcneill Stokes — RETIREMENT WEALTH ADVISORS, INC.Stephen Abraham Ashton — FORMULA FOLIO INVESTMENTS, LLCAndrew Alden Craig — FORMULA FOLIO INVESTMENTS, LLC
Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile