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Eric Douglas Burkholder

BURK HOLDINGS LLC·TULSA, Oklahoma
Unclaimed Profile
5014 E 101ST STREET, TULSA, OK 74137CRD# 6013679Firm CRD# 305300
01

About

Eric Douglas Burkholder is a registered financial advisor based in TULSA, Oklahoma, affiliated with BURK HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURK HOLDINGS LLC
BURKHOLDER WEALTH MANAGEMENT
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURK HOLDINGS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6013679
Firm CRD# 305300
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Douglas Burkholder offer?
Eric Douglas Burkholder specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Eric Douglas Burkholder's credentials?
Eric Douglas Burkholder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Douglas Burkholder located?
Eric Douglas Burkholder is based in TULSA, Oklahoma, working with BURK HOLDINGS LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Eric Douglas Burkholder charge for services?
Eric Douglas Burkholder's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURK HOLDINGS LLC?
BURK HOLDINGS LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
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Research
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