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BURGE FINANCIAL
BURGE FINANCIAL, INC.
CRD 172552
2000 L STREET, SUITE 100, SACRAMENTO, CA, 95811, United States
Phone
916-622-0298
Fax
530-748-0160
Registration
— (—)
Source
State registered
Total AUM
$14.8M
Discretionary AUM
$14.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $8.7M |
| High net worth individuals | 7 | $6.1M |
All web addresses on file
Official SEC filing: View on IAPD