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BURKHOLDER & ASSOCIATES, LLC

CRD 313338 · SEC 801-120797

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1250 CONNECTICUT AVE NW, 7TH FLOOR, WASHINGTON, DC, 20036, United States

Phone

301-778-9970

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$287.4M

Discretionary AUM

$274.2M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals23$15.1M
High net worth individuals70$263.4M

States served

DE, DC, LA, MD, VA, FL

All web addresses on file

Official SEC filing: View on IAPD