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BURNHAM & COMPANY LLC

GRAND RAPIDS, MI · CRD 319339 · IAPD ↗ · burnhamandco.com · 616-430-5105

$129.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — BURNHAM & COMPANY LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
95
April 2025 — BURNHAM & COMPANY LLC (GRAND RAPIDS, MI) is newly SEC-registered with $117.7M RAUM and 4 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.