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BURNSIDE AND CO.
CRD 155293
1300 JOHN ADAMS STREET #103, #103, OREGON CITY, OR, 97045, United States
Phone
503-210-5257
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$34.6M
Discretionary AUM
$34.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.6M |
| High net worth individuals | 30 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD