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Allen Maddox Burt, Dba, Allen M Burt Financial Services (Tyler)


Allen Maddox Burt, Dba, Allen M Burt Financial Services is a large advisory firm based in Tyler. It manages $29.78 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Allen Maddox Burt, Dba, Allen M Burt Financial Services provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allen Maddox Burt, Dba, Allen M Burt Financial Services: assets under management

The assets under management (AUM) of Allen Maddox Burt, Dba, Allen M Burt Financial Services is $29.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $633.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allen Maddox Burt, Dba, Allen M Burt Financial Services for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tyler

The principal office where Allen Maddox Burt, Dba, Allen M Burt Financial Services performs its advisory services is located at 413 Brighton Court, Tyler, TX 75701, 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 903-581-1424 or by fax 903-581-7690. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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