BURNHAM & COMPANY LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 319339
- Registered since
- March 31, 2025
- Website
- burnhamandco.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.97%
- Individuals30.11%
- Charitable Organizations16.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Burnham & Company LLC is an SEC-registered limited liability advisory firm (registered in 2025) that provides portfolio management services to individuals, families and small businesses. The firm is individually owned and charges either a percentage-of-assets fee or fixed fees. Its advisory activity is focused on discretionary portfolio management for individual and small-business clients; it does not identify as an active ESG investor or a multi-state adviser and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Adam Trask
Chief Compliance OfficerCRD 6624797
Contacts
1 of 1BOBBY TSIRONIS
Managing PartnerCRD 1636591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$22.8M in ETFs
39%
$8.8M
49%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ULTRA SHORT BOND ETF (GSST) | Goldman Sachs | Active | Ultrashort Bond | $5.7M | 111,933 | 24.87% |
Location
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 4930 Cascade Rd SE
- Time zone
- ET (UTC-5)
- Office locations
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