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Burnham & Company LLC

● SEC registered since 2025CRD 319339SEC# 801-132298Grand Rapids, MI
Export (members)
Reg. AUM
$129.5M
Employees
2
Accounts
282
Location
Grand Rapids, MI

Burnham & Company LLC assets under management

Burnham & Company LLC is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 2025. It reports $129.5 million in regulatory assets under management and employs 2 people.

Burnham & Company LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Roland Trask ControlChief Compliance OfficerUnder 5%2022
Bobby Tsironis ControlOwnerOver 75%2022

Frequently asked questions

How much does Burnham & Company LLC manage?

Burnham & Company LLC reports $129.5 million in regulatory assets under management on its Form ADV.

How many employees does Burnham & Company LLC have?

Burnham & Company LLC reports 2 employees.

Where is Burnham & Company LLC located?

Burnham & Company LLC is based in Grand Rapids, MI and has been SEC-registered since 2025.

Does Burnham & Company LLC disclose fund performance?

Burnham & Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4930 Cascade Rd SE, Suite B, Grand Rapids, MI 49546
Phone616-430-5105
Office hours9:00 p.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$129.5M▲ 10%
Feb '25 — $117.7MMar '25 — $117.7MApr '25 — $117.7MMay '25 — $117.7MJun '25 — $117.7MJul '25 — $117.7MAug '25 — $117.7MSep '25 — $117.7MOct '25 — $117.7MNov '25 — $117.7MDec '25 — $117.7MJan '26 — $117.7MFeb '26 — $117.7MMar '26 — $129.5MApr '26 — $129.5MMay '26 — $129.5MJun '26 — $129.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$129.5Mregulatory AUM
Discretionary $129.5M