BURGE FINANCIAL

Overview

Burge Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individual and family clients and offers financial planning and portfolio management services targeted at individuals and small businesses. It also operates as an insurance broker, and its billing model includes asset-based fees, hourly charges, and fixed-fee arrangements. The firm is not identified as a capital allocator and does not list ESG investing as an active focus. It is not registered as a multi-state adviser and is not described as a pension consultant or related adviser. The SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices