Burt Wealth Advisors is an investment advisor in North Bethesda with $834.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
520957343
SEC advisor number
801-23924
FINRA CRD number
105211
AUM ?
$796.05 mm
(as of 28 Mar 24)
Accounts
1,309
(as of 28 Mar 24)
Employees
13
(9 investment advisory or research)
Address
Burt Wealth Advisors
6116 EXECUTIVE BLVD
SUITE 500
NORTH BETHESDA
MD 20852
6116 EXECUTIVE BLVD
SUITE 500
NORTH BETHESDA
MD 20852
Phone
3017709880
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22