BURNHAM STERLING ASSET MANAGEMENT LLC

COS COB, Connecticut·2 registered advisors·CRD# 283907
SEC# 801-1307310203-862-4800
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at BURNHAM STERLING ASSET MANAGEMENT LLC

2 registered advisors
Joonho Lee
COS COB, Connecticut
Michael Dickey Morgan
COS COB, Connecticut
05

Office Locations

COS COB, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. BURNHAM STERLING ASSET MANAGEMENT LLC (CRD# 283907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.