BURKHOLDER & ASSOCIATES, LLC

CHEVY CHASE, Maryland·1 registered advisor·CRD# 313338
SEC# 801-1207972301-778-9970
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at BURKHOLDER & ASSOCIATES, LLC

1 registered advisor
Nicholas Edward Burkholder
CHEVY CHASE, Maryland
CFP
05

Office Locations

CHEVY CHASE, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. BURKHOLDER & ASSOCIATES, LLC (CRD# 313338) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.