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BURT ASSET MANAGEMENT, INC.

· CRD 125967 · IAPD ↗ · 770-475-3701

$117.0MRegulatory AUM
1Advisory reps
1Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2025 — BURT ASSET MANAGEMENT, INC. (location n/a) is newly SEC-registered with $106.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.