Burgess Chambers & Associates Inc
● SEC registered since 1988CRD 110164SEC# 801-32111Orlando, FL
Reg. AUM
$165.9M
Employees
10
Accounts
22
Location
Orlando, FL
Burgess Chambers & Associates Inc assets under management
Burgess Chambers & Associates Inc is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 1988. It reports $165.9 million in regulatory assets under management and employs 10 people.
Burgess Chambers & Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Burgess Butler Chambers Control | President And Chief Executive Officer | Over 75% | 1988 |
| Dominique Nicole Moses Control | Chief Compliance Officer | Under 5% | 2023 |
| Robert Masrieh | Chief Financial Officer | Under 5% | 2019 |
Frequently asked questions
How much does Burgess Chambers & Associates Inc manage?
Burgess Chambers & Associates Inc reports $165.9 million in regulatory assets under management on its Form ADV.
How many employees does Burgess Chambers & Associates Inc have?
Burgess Chambers & Associates Inc reports 10 employees.
Where is Burgess Chambers & Associates Inc located?
Burgess Chambers & Associates Inc is based in Orlando, FL and has been SEC-registered since 1988.
Does Burgess Chambers & Associates Inc disclose fund performance?
Burgess Chambers & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 315 E. Robinson Street, Suite 690, Orlando, FL 32801 |
| Phone | 407-644-0111 |
| Fax | 407-644-0694 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$165.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$165.9Mregulatory AUM
Discretionary $165.9M