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BURL INVESTMENT MANAGEMENT, LLC
CRD 319525
620 EUCLID AVE, SUITE 200, LEXINGTON, KY, 40502, United States
Phone
859-810-4330
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$31.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
| High net worth individuals | 14 | $29.8M |
All web addresses on file
Official SEC filing: View on IAPD