Burch & Company, Inc

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
105
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
102280
Registered since
April 5, 2000

Firm profile

FINTRX

Overview

Burch & Company, Inc. is organized as a corporation and is recorded in FINTRX as an investment bank. The firm has been SEC-registered since 2000 and is owned by an individual. FINTRX classifies the firm more toward investment-banking activity than as a discretionary asset manager. The profile flags available through FINTRX indicate the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser, which suggests the firm's public presence centers on non-retail advisory or transactional work rather than broad-based, multi-jurisdictional wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Hardin

    James Hardin

    CEOCRD 3257611

  • Jessica Pastorino

    Jessica Pastorino

    President, Chief Compliance OfficerCRD 5230374

  • Jack Perkins

    Jack Perkins

    Founder & CEOCRD 7614483

Contacts

3 of 102
  • Adam Sheets

    Associated PersonCRD 5677909

  • Kenneth Rousseau

    Kenneth Rousseau

    Associated PersonCRD 6981472

  • Romain Ichbiah

    Romain Ichbiah

    AssociateCRD 6447173

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Kansas City, MO

Clay

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Clay
Address
4151 N Mulberry Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth