GRAND RAPIDS, MICRD 319339Latest ADV March 31, 2026
Burnham & Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 31, 2026, reports $130M in regulatory assets under management, 2 employees, and 282 accounts.
Assets Under Management
$130M
Employees
2
Offices
--
Total Clients
171
Primary office
GRAND RAPIDS, MI
4930 CASCADE RD SE, SUITE B, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
127
2
HNWI
25.7%
44
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 31, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts282
10Y AUM Change+$130M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee86:1
10Y Employee Change-2 (-50.0%)
* 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.