A complete list of active advisors currently associated with Burnham & Company LLC

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Burnham & Company provides discretionary investment management primarily to individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm works with clients to create investment policy statements and then implements, monitors, and reports on portfolio activity on their behalf. The firm’s investment process emphasizes fundamental analysis supplemented by technical inputs and third‑party research (including subscriptions noted to Credit Suisse, Briefing and Dorsey Wright). Strategies include long‑ and short‑term equity positions, options, and occasional IPO participation, with accounts generally reviewed every 15 to 30 days and tax considerations incorporated when clients supply relevant information. Distinctive aspects include its recent establishment in March 2022 and a small advisory team managing roughly $129.5 million across about 171 client accounts, implying a comparatively high client‑to‑advisor ratio. Burnham has a formal New Issue Policy that governs limited IPO allocations via custodian relationships, reports no industry affiliations or solicitor arrangements, and relies on institutional platform services from major custodians for custody, execution and research support.

To learn more about the advisors currently working at Burnham & Company LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.