BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.
Investment Advice|TORONTO, ONTARIO|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$119.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 117.6M |
| Non-Discretionary | 2.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 297648 |
| SEC Number | 801-113856 |
| Street Address | 120 ADELAIDE STREET WEST |
| Street Address 2 | SUITE 2500 |
| Location | TORONTO, ONTARIO M5H 1T1 |
| Country | Canada |
| Phone | 416 622 0466 |
| Total Employees | 3 |
Client Count by Type (97 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 61 |
| High Net Worth Individual… | 36 |
County data not available for this organization.