Burnham Asset Management Corp is a large advisory firm based in New York. It manages $322.66 million of regulatory assets for 283 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.
Burnham Asset Management Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burnham Asset Management Corp is $322.66 million. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Burnham Asset Management Corp for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Scott Webster has been acting as President since 1 Aug 2013. Marcelle Marie Devine joined the executive team most recently as the Chief Financial Officer, Secretary, Treasurer And Director.
The principal office where Burnham Asset Management Corp performs its advisory services is located at 40 West 57 Th St., New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-262-3100 or by fax 212-603-7502. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at burnhamfinancial.com.