BURGESS CHAMBERS & ASSOCIATES INC
Adviser information for BURGESS CHAMBERS & ASSOCIATES INC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 22 | $151.7M |
| Non-Discretionary | 0 | $0 |
| Total | 22 | $151.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $3.4M |
| HNW Individuals | <5 | $23.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $26.3M |
| Charitable organizations | <5 | $981,549 |
| State or municipal gov entities | <5 | $93.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $4.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 69 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-32111 |
|---|---|
| SEC ERA File Number | 801-32111 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110164 |
| Legal Entity Identifier | None |
Principal Office
315 E. ROBINSON STREETSUITE 690
ORLANDO
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 407-644-0111, Fax: 407-644-0694
Websites
Chief Compliance Officer
DOMINIQUE N. CHAVIANO
SENIOR ANALYST
315 E. ROBINSON STREET
SUITE 690
ORLANDO
FL
United States
Tel:
407-644-0111
Fax:
407-644-0694
N********@******************M
(Full email address available in API data)
Regulatory Contact
BURGESS B CHAMBERS
PRESIDENT & CHIEF EXECUTIVE OFFICER
315 E. ROBINSON STREET
SUITE 690
ORLANDO
FL
United States
Tel:
407-644-0111
Fax:
407-644-0694
B********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAMBERS, BURGESS, BUTLER | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 03/1988 | > 75% |
| Masrieh, Robert | Individual | – | CHIEF FINANCIAL OFFICER | 02/2019 | < 5% |
| Chaviano, Dominique, Nicole | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |