BURT ASSOCIATES, INCORPORATED

BURT WEALTH ADVISORS
NORTH BETHESDA, Maryland·2 registered advisors·CRD# 105211
SEC# 801-239240301-770-9880
01

Firm Overview

AUM
$796M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BURT ASSOCIATES, INCORPORATED

2 registered advisors
Frederick Joseph Cornelius
NORTH BETHESDA, Maryland
Maria Georgeanne Cornelius
NORTH BETHESDA, Maryland
05

Office Locations

NORTH BETHESDA, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. BURT ASSOCIATES, INCORPORATED (CRD# 105211) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.