BURK HOLDINGS LLC

BURKHOLDER WEALTH MANAGEMENT
TULSA, Oklahoma·1 registered advisor·CRD# 305300
SEC# 801-1285550918-727-7100
01

Firm Overview

AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BURK HOLDINGS LLC

1 registered advisor
Eric Douglas Burkholder
TULSA, Oklahoma
05

Office Locations

TULSA, Oklahoma
1 advisor

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Data sourced from SEC Form ADV filings. BURK HOLDINGS LLC (CRD# 305300) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.