Unclaimed Profile

Chad C Burkhardt

CENTERSQUARE INVESTMENT MANAGEMENT LLC·CONSHOHOCKEN, Pennsylvania

Clean recordCENTERSQUARE INVESTMENT MANAGEMENT LLC

EIGHT TOWER BRIDGE, CONSHOHOCKEN, PA 19428CRD# 4566547Firm CRD# 290078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad C Burkhardt · CONSHOHOCKEN, PA

Registration

CRD #4566547 · CENTERSQUARE INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad C Burkhardt is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with CENTERSQUARE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CENTERSQUARE INVESTMENT MANAGEMENT LLC

AUM

$13.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CENTERSQUARE INVESTMENT MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS

Regulatory

SEC/IARD CRD# 4566547

Firm CRD# 290078

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad C Burkhardt offer?

Chad C Burkhardt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Chad C Burkhardt's credentials?

Chad C Burkhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad C Burkhardt located?

Chad C Burkhardt is based in CONSHOHOCKEN, Pennsylvania, working with CENTERSQUARE INVESTMENT MANAGEMENT LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Chad C Burkhardt charge for services?

Chad C Burkhardt's firm is compensated through percentage of aum, performance-based fees, other: fees based on rental income generated by real estate investments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTERSQUARE INVESTMENT MANAGEMENT LLC?

CENTERSQUARE INVESTMENT MANAGEMENT LLC has approximately 94 employees and manages $13.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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