TORONTO, ONTARIOCRD 297648Latest ADV March 30, 2026
Burgess Investment Management and Research Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 30, 2026, reports $144M in regulatory assets under management, 3 employees, and 411 accounts.
Assets Under Management
$144M
Employees
3
Offices
--
Total Clients
98
Primary office
TORONTO, ONTARIO
120 ADELAIDE STREET WEST, SUITE 2500, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.1% of total clients.
Top client categories% of clientsClients
1
Individuals
55.1%
54
2
HNWI
44.9%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of March 30, 2026
Discretionary98.7%
$142M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$144M
Total Accounts411
10Y AUM Change+$120M (+497.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.