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BURKHOLDER & ASSOCIATES, LLC
BURKHOLDER & ASSOCIATES, LLC
CHEVY CHASE, Maryland
·
1 registered advisor
·
CRD# 313338
SEC# 801-120797
2
301-778-9970
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 Planning
Investment Management
Retirement Planning
04
Advisors at BURKHOLDER & ASSOCIATES, LLC
1 registered advisor
Nicholas Edward Burkholder
CHEVY CHASE, Maryland
CFP
CRD# 4728289
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
.