Burgess Chambers & Associates Inc (Orlando)

Name: Burgess Chambers & Associates Inc
Address: 315 E. Robinson Street, Orlando, FL, 32801
Telephone: 407-644-0111

Burgess Chambers & Associates Inc is a pension cosultant based in Orlando. It manages $39.71 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, Tennessee, and Texas.

Burgess Chambers & Associates provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Burgess Chambers & Associates: assets under management

The assets under management (AUM) of Burgess Chambers & Associates Inc is $39.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.05 million each.

Investments

The firm invests in investment and business development companies the most. They account for 83% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 8% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burgess Chambers & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Burgess Chambers & Associates serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Burgess Chambers & Associates is high net worth individuals with 3 clients and $20.95 million of assets under management. Among the 1 most similar advisory firms, Burgess Chambers & Associates has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $39.71 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Burgess Chambers & Associates doesn't advise any private funds.

Careers at Burgess Chambers & Associates Inc

The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Burgess Butler Chambers	President and chief executive officer	1 Mar 1988	75% - 100%	1713953
Bryan Emerson Bakardjiev	Chief compliance officer	1 Sep 2004	Other	4926641
Sidney Howard Taylor	Chief compliance officer	1 Feb 2006	Other	4569470
Larry Michael Cole	Executive vice president	1 Mar 2009	Other	4374086
Karla June Engard	Secretary & chief compliance officer	1 Mar 2009	Other	5671834

Based in Orlando

The principal office where Burgess Chambers & Associates Inc performs its advisory services is located at 315 E. Robinson Street, Orlando, FL 32801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-644-0111 or by fax 407-644-0694. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at burgesschambers.com.