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Chad Mitchell Burton

NEWFOCUS FINANCIAL GROUP, LLC·VANCOUVER, Washington
Unclaimed Profile
410 WEST 12TH STREET, VANCOUVER, WA 98660CRD# 2778208Firm CRD# 132578
01

About

Chad Mitchell Burton is a registered financial advisor based in VANCOUVER, Washington, affiliated with NEWFOCUS FINANCIAL GROUP, 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
NEWFOCUS FINANCIAL GROUP, LLC
NEWFOCUS FINANCIAL GROUP, LLC
AUM
$603M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at NEWFOCUS FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2778208
Firm CRD# 132578
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Mitchell Burton offer?
Chad Mitchell Burton specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Chad Mitchell Burton's credentials?
Chad Mitchell Burton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Mitchell Burton located?
Chad Mitchell Burton is based in VANCOUVER, Washington, working with NEWFOCUS FINANCIAL GROUP, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Chad Mitchell Burton charge for services?
Chad Mitchell Burton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWFOCUS FINANCIAL GROUP, LLC?
NEWFOCUS FINANCIAL GROUP, LLC has approximately 14 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VANCOUVER
Robert Francis Black — NEWFOCUS FINANCIAL GROUP, LLCStuart Bradley Allen — ALLEN CAPITAL MANAGEMENT, LLCJohn Duncan Ritchie — GREAT NORTHERN ASSET MANAGEMENT, LLCDavid J. Johnson — GREAT NORTHERN ASSET MANAGEMENT, LLCRonald Joseph Sloy — SLOY DAHL & HOLST HOLDINGS, INC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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Research
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