Burt Asset Management, Inc.
Burt Asset Management, Inc. is an SEC-registered ria with $117.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Burt Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125967, SEC 801-132486, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $117.0M (2026-05-14)
- Firm type
- Ria
- Employees
- 1
- Clients
- 75
- CRD
- 125967
- Ownership
- BURT, CHRISTOPHER, KNIGHT; BURT, TRUDY, PAUGH
How much AUM does Burt Asset Management, Inc. have?
Burt Asset Management, Inc. reported $117.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Burt Asset Management, Inc.?
Disclosed owners and executives of Burt Asset Management, Inc. include BURT, CHRISTOPHER, KNIGHT, BURT, TRUDY, PAUGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.