Burnham & Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and companies. Its retirement-plan services include ERISA non-fiduciary offerings such as plan committee education, participant education, plan research support and participant advice.
The firm relies primarily on fundamental analysis of individual companies for a long-term growth orientation and supplements that with technical analysis for timing and risk management; it implements strategies across equities, fixed income, mutual funds, ETFs and option positions. Burnham’s investment toolkit also includes less-liquid and complex instruments — private equity, private credit, REITs and structured notes — and it generally manages accounts on a discretionary basis with reviews every 15 to 30 days.
Distinctive operational features include a two-advisor team managing roughly $129.5 million in discretionary assets while not requiring a minimum account size and permitting negotiated fee arrangements; the firm also uses institutional platforms (Fidelity and Schwab) and states an intent to utilize zero-cost equity trading. It does not charge performance-based fees, forwards proxy materials to clients rather than voting securities on their behalf, and was founded in 2022, a combination of attributes that differentiates its product mix and operating model from many peers.
Client services
Expertise
Fee options
Negotiable fixed management fees may be agreed upon for certain accounts.
$0 - $999,999: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,001+: 0.75%
Main office
4930 Cascade Rd SE, Suite B
Grand Rapids MI 49546
Advisors at this office
2
Most active in
Arizona · Maine · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Adam T
Series 63, Series 65
Grand Rapids, MI
Burnham & Company LLC
Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior employment includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm uses fundamental and technical analysis across a broad range of investment vehicles and manages accounts primarily on a discretionary basis with regular reviews.
Bobby T
Series 63, Series 65
Grand Rapids, MI
Burnham & Company LLC
Bobby Tsironis is a financial advisor with Burnham & Company LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Burnham & Company since 2022 and previously held positions at Centennial Securities Company, Inc. and Burnham & Dells Advisors. Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm’s investment approach primarily relies on fundamental analysis for long-term growth, supplemented by technical analysis for timing and risk management, and includes a diversified toolkit that spans equities, fixed income, mutual funds, ETFs, options, and less-liquid instruments.
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