BURGESS CHAMBERS & ASSOCIATES INC
CRD #110164 SEC #801-32111 ORLANDO, FL 407-644-0111
SEC Registered
Total AUM
$166.7M
Discretionary
$166.7M
Employees
10
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $166.7M | $166.7M | $0 | 10 | 70 |
| Mar 2025 | $166.7M | $166.7M | $0 | 10 | 70 |
| Mar 2025 | $166.7M | $166.7M | $0 | 10 | 70 |
| May 2024 | $151.7M | $151.7M | $0 | 10 | 69 |
| Mar 2024 | $151.7M | $151.7M | $0 | 10 | 69 |
| Dec 2023 | $138.1M | $138.1M | $0 | 11 | 69 |
| Dec 2023 | $138.1M | $138.1M | $0 | 11 | 0 |
| Oct 2023 | $138.1M | $138.1M | $0 | 11 | 0 |
| Oct 2023 | $138.1M | $138.1M | $0 | 11 | 0 |
| Mar 2023 | $138.1M | $138.1M | $0 | 11 | 0 |
| Jun 2022 | $80.3M | $80.3M | $0 | 11 | 0 |
| Mar 2022 | $80.3M | $80.3M | $0 | 11 | 0 |
| Aug 2021 | $68.6M | $68.6M | $0 | 11 | 0 |
| Mar 2021 | $68.6M | $68.6M | $0 | 11 | 0 |
| Oct 2020 | $66.8M | $66.8M | $0 | 10 | 0 |
| Jun 2020 | $66.8M | $66.8M | $0 | 10 | 0 |
| Mar 2020 | $66.8M | $66.8M | $0 | 10 | 0 |
| Nov 2019 | $39.7M | $39.7M | $0 | 10 | 0 |
| Mar 2019 | $39.7M | $39.7M | $0 | 10 | 0 |
| Mar 2019 | $39.7M | $39.7M | $0 | 10 | 0 |
| Mar 2018 | $43M | $43M | $0 | 8 | 0 |
| Feb 2007 | $1B | $0 | $1B | 10 | -- |
| May 2002 | $347.8M | $347.8M | $0 | 5 | -- |
| Aug 2001 | $334.6M | $334.6M | $0 | 5 | -- |
DateApr 2025
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees10
Clients70
DateMar 2025
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees10
Clients70
DateMar 2025
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees10
Clients70
DateMay 2024
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees10
Clients69
DateMar 2024
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees10
Clients69
DateDec 2023
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees11
Clients69
DateDec 2023
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2022
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$66.8M
Discretionary$66.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2019
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees8
Clients0
DateFeb 2007
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees10
Clients--
DateMay 2002
Total AUM$347.8M
Discretionary$347.8M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees5
Clients--