BURNHAM GIBSON WEALTH ADVISORS, INC.

IRVINE, California·3 registered advisors·CRD# 282035
SEC# 801-1069020949-833-5700
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BURNHAM GIBSON WEALTH ADVISORS, INC.

3 registered advisors
Hilary Johnson
IRVINE, California
Kristin Mauger Allison
IRVINE, California
Taylor R Boyd
IRVINE, California
05

Office Locations

IRVINE, California
3 advisors

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Data sourced from SEC Form ADV filings. BURNHAM GIBSON WEALTH ADVISORS, INC. (CRD# 282035) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.