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DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
BURGESS INVESTMENT GROUP, LLC
CRD 318698 · SEC 801-135075
632 S MAIN ST, GREENVILLE, SC, 29601, United States
Phone
864-920-3155
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.1M
Discretionary AUM
$146.3M
Team
25 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 784 | $84.7M |
| High net worth individuals | 78 | $61.4M |
| Charitable organizations | 2 | $1.0M |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD