Burkholder & Associates, Llc, MD — Investment Adviser | BuildTrust

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BURKHOLDER & ASSOCIATES, LLC

Investment AdviceCHEVY CHASE, MD

Assets Under Management

$228.6M

Total AUM

Donut chart: Discretionary 214.7M, Non-Discretionary 13.9M
Category	Value
Discretionary	214.7M
Non-Discretionary	13.9M

Adviser Information

Field	Value
CRD Number	313338
SEC Number	801-120797
Street Address	2 WISCONSIN CIRCLE
Street Address 2	SUITE 700
Location	CHEVY CHASE, MD 20815
Country	United States
Phone	301-778-9970
Fax	N/A
Total Employees	4
Business Types	registered_representative, insurance_broker

Client Count by Type (89 Total)

Horizontal bar chart: High Net Worth Individual… 64, Individuals (other than H… 25
Category	Value
High Net Worth Individual…	64
Individuals (other than H…	25