GOEPPER BURKHARDT LLC
Firm details
- Headquarters
- GREENVILLE, South Carolina
- CRD number
- 127896
- Registered since
- August 13, 2003
- Website
- retireto.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.7%
- Individuals11.16%
- Charitable Organizations1.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Goepper Burkhardt LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2003. The firm is owned individually and charges clients on a percentage-of-assets-under-management basis. Its client mix includes both individuals and families as well as institutional relationships. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, it is not structured as a multi-state adviser, and it does not report pension consulting or capital-allocation activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities71%
- Exchange Traded Equities16%
- Cash & Cash Equivalents8%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 3Gregory Goff
Lead Wealth AdvisorCRD 6655881
ROBERT FLINK
Wealth AdvisorCRD 5312360
JOHN BURKHARDT
Partner, Wealth AdvisorCRD 4696493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$279M in ETFs
89%
$247M
1%
$32.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $40.8M | 1,400,063 | 14.63% |
Location
GREENVILLE, SC
GREENVILLE
Location
GREENVILLE, SC
Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- GREENVILLE
- Address
- 531 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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