BURNHAM, SULLIVAN & ASSOCIATES
CRD #108636 SEC #801-38037 GRAND RAPIDS, MI 616-459-1043
SEC Registered
Total AUM
$521.2M
Discretionary
$518.3M
Employees
10
Clients
--
Accounts
375
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDELBRADT, MICHAEL, DENNIS | I | EXECUTIVE VICE PRESIDENT | NA | |
| BURKA, MARK, BENNETT | I | EXECUTIVE VICE PRESIDENT | NA | |
| BURNHAM, SANDRA, L | I | SECRETARY/TREASURER | NA | Control |
| DODGE, JAMES, D | I | EXECUTIVE VICE PRESIDENT | NA | |
| HOOGLAND, BRIAN, J | I | VICE PRESIDENT | NA | |
| HOOGLAND, BRIAN, J | I | VICE PRESIDENT | NA | Control |
| HOOGLAND, BRIAN, J | I | VICE PRESIDENT | NA | Control |
| HOOGLAND, BRIAN, J | I | VICE PRESIDENT | NA | Control |
| KNOOR, RICHARD, G. | I | EXECUTIVE VICE PRESIDENT | NA | |
| LAFFREY, BRADLEY, E | I | EXECUTIVE VICE PRESIDENT | NA | |
| LAFFREY, BRADLEY, E | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SULLIVAN, JAMES, FRANCIS | I | CHAIRMAN AND CEO | NA | |
| ZIEGLER CAPITAL MANAGEMENT, LLC | DE | DIRECT OWNER | E | Control |
| SULLIVAN, JAMES, FRANCIS | I | CHAIRMAN AND CEO | D | Control |
| SULLIVAN, JAMES, FRANCIS | I | CHAIRMAN AND CEO | D | Control |
| SULLIVAN, JAMES, FRANCIS | I | CHAIRMAN AND CEO | D | Control |
| ANDELBRADT, MICHAEL, D | I | VICE PRESIDENT | B | Control |
| ANDELBRADT, MICHAEL, D | I | VICE PRESIDENT | B | Control |
| ANDELBRADT, MICHAEL, D | I | EXECUTIVE VICE PRESIDENT | B | Control |
| DODGE, JAMES, D | I | VICE PRESIDENT | B | Control |
| DODGE, JAMES, D | I | VICE PRESIDENT | B | Control |
| DODGE, JAMES, D | I | EXECUTIVE VICE PRESIDENT | B | Control |
| LAFFREY, BRADLEY, E | I | VICE PRESIDENT | B | Control |
| LAFFREY, BRADLEY, E | I | VICE PRESIDENT | B | Control |
| BURKA, MARK, BENNETT | I | EXECUTIVE VICE PRESIDENT | A | Control |
| KNOOR, RICHARD, G. | I | EXECUTIVE VICE PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE ZIEGLER COMPANIES, INC. | DE | ZIEGLER CAPITAL MANGEMENT, LLC | E | Control |
Registrations
Federal
IA
Sep 22, 2005 REGISTERED
Notice Filings (3)
IL IN MI
Address
77 MONROE CENTERSUITE 1200
GRAND RAPIDS, MI 49503
USA
Phone: 616-459-1043