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BURT ASSET MANAGEMENT, INC.
CRD 125967 · SEC 801-132486
GA, United States
Phone
770-475-3701
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.0M
Discretionary AUM
$117.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $19.4M |
| High net worth individuals | 21 | $92.9M |
States served
GA
Official SEC filing: View on IAPD