Burgess Investment Management And Research Inc.
Burgess Investment Management And Research Inc. is an SEC-registered ria in Toronto, Ontario with $144.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Burgess Investment Management And Research Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297648, SEC 801-113856, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $144.2M (2026-03-30)
- Firm type
- Ria
- Location
- Toronto, Ontario
- Employees
- 3
- Clients
- 98
- CRD
- 297648
- Ownership
- BURGESS, GREGORY, WARD
How much AUM does Burgess Investment Management And Research Inc. have?
Burgess Investment Management And Research Inc. reported $144.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Burgess Investment Management And Research Inc.?
Disclosed owners and executives of Burgess Investment Management And Research Inc. include BURGESS, GREGORY, WARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.