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CRD#: 102280
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BURCH & COMPANY, INC is located at 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116 and was first established at Kansas City, Missouri in 06/08/1999. After operating for 26 years, BURCH & COMPANY, INC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BURCH & COMPANY, INC’s clients are individuals and 0% of their clients are high net worth individuals. BURCH & COMPANY, INC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BURCH & COMPANY, INC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 0 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BURCH & COMPANY, INC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BURCH & COMPANY, INC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BURCH & COMPANY, INC Comes From

Understanding the Statistics for BURCH & COMPANY, INC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Arbitration
1

FIRM INFORMATION

Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
Firm Size
Small
Phone Number
(816) 842-4660
Established
Missouri since 06/08/1999
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BURCH, ANTON RANDALSHAREHOLDER720817
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374

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Advisor's working at BURCH & COMPANY, INC

JS

John Thomas Sweeney III

John Thomas Sweeney
RR
CRD#: 1703544
Location:
Kansas City, MO 64116
Company:
BURCH & COMPANY, INC
Disclosures:
Experience:
27 years
View Profile
RH

Roger Franklyn Hartley

RR
CRD#: 2331999
Location:
Kansas City, MO 64116
Company:
BURCH & COMPANY, INC
Disclosures:
Experience:
32 years
View Profile
JJ

John Frederick Jeffers

RR
CRD#: 2283534
Location:
Kansas City, MO 64116
Company:
BURCH & COMPANY, INC
Disclosures:
Experience:
33 years
View Profile
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