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BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.

CRD 297648 · SEC 801-113856

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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120 ADELAIDE STREET WEST, SUITE 2500, TORONTO, ONTARIO, CA, M5H 1T1, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$144.2M

Discretionary AUM

$142.3M

Team

3 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals54$19.1M
High net worth individuals44$125.1M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD