Burnside and Co
Firm details
- Headquarters
- Oregon City, Oregon
- CRD number
- 155293
- Website
- www.burnsideandcompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.94%
- Individuals10.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Burnside and Co. is an Oregon-based independent RIA organized as an LLC and owned by an individual principal. The firm works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management and via fixed fees. Burnside and Co. is state-registered in Oregon and indicates no emphasis on ESG investing or multi-state advisory operations.
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Burnside
Business Project ManagerCRD 2427107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oregon City, OR
Clackamas
Location
Oregon City, OR
Headquartered in Oregon City, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 1300 John Adams St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Sherman, Young & Leavitt, LLC
RIAOregon City, OR
Cascade Investment Advisors, Inc.
RIAOregon City, OR
Insight Advisors Nw, LLC
RIABeaverton, OR
Cognitiant Registered Investment Advisors
RIAPortland, OR
Mulligan Capital, Inc
RIATigard, OR
Marquam Capital
RIAPortland, OR