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BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164 · SEC 801-32111
315 E. ROBINSON STREET, SUITE 690, ORLANDO, FL, 32801, United States
Phone
407-644-0111
Fax
407-644-0694
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.9M
Discretionary AUM
$165.9M
Team
10 total employees; 4 advisory reps; 72 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.0M |
| High net worth individuals | 4 | $25.4M |
| Pension/profit sharing plans | 2 | $39.1M |
| Charitable organizations | 1 | $1.0M |
| State/municipal entities | 2 | $90.4M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD