← Tributary

THE DE BURLO GROUP, INC.

BOSTON, MA · CRD 153435 · IAPD ↗ · deburlogroup.com · 617-482-0275

$1.13BRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — THE DE BURLO GROUP, INC. crossed $1B in regulatory AUM ($942.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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