Burkart & Stevens Wealth Management
Burkart & Stevens Wealth Management (CRD# 284575) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $7,470,201 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Burkart & Stevens Wealth Management
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$124,503
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Burkart & Stevens Wealth Management
1
Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at Burkart & Stevens Wealth Management in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
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