← Tributary

BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.

TORONTO, ONTARIO, Canada · CRD 297648 · IAPD ↗ · burgessinvestmentmanagement.com · 416 622 0466

$144.2MRegulatory AUM
1Advisory reps
3Employees
1Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2024 — BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. reported RAUM up 26% ($104.9M -> $132.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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