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BURKART FINANCIAL GROUP, INC.
CRD 290579
5301 CENTRAL AVENUE, ST. PETERSBURG, FL, 33710, United States
Phone
(727) 459-7744
Fax
727-213-6769
Registration
— (—)
Source
State registered
Total AUM
$72.2M
Discretionary AUM
$72.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $11.3M |
| High net worth individuals | 21 | $60.9M |
All web addresses on file
Official SEC filing: View on IAPD