BURNETT FINANCIAL GROUP, INC.
Legal name: BFG WEALTH
CRD #167814 SEC #801-112746 EDMOND, OK 405-341-9245
SEC Registered
Total AUM
$182.4M
Discretionary
$159.3M
Employees
4
Clients
101
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $182.4M | $159.3M | $23.1M | 4 | 0 |
| Jul 2024 | $182.4M | $159.3M | $23.1M | 4 | 0 |
| Jul 2024 | $182.4M | $159.3M | $23.1M | 4 | 0 |
| Jul 2024 | $182.4M | $159.3M | $23.1M | 4 | 0 |
| Feb 2024 | $182.4M | $159.3M | $23.1M | 4 | 0 |
| Mar 2023 | $148.6M | $131.6M | $17M | 3 | 0 |
| Feb 2022 | $153.9M | $130.5M | $23.4M | 1 | 0 |
| Feb 2022 | $153.9M | $130.5M | $23.4M | 1 | 0 |
| Mar 2021 | $161.6M | $108.1M | $53.5M | 1 | 0 |
| Oct 2020 | $120.4M | $57.4M | $62.9M | 2 | 0 |
| Aug 2020 | $120.4M | $57.4M | $62.9M | 2 | 0 |
| May 2020 | $120.4M | $57.4M | $62.9M | 3 | 0 |
| Apr 2020 | $120.4M | $57.4M | $62.9M | 3 | 0 |
| Mar 2020 | $120.4M | $57.4M | $62.9M | 3 | 0 |
| Sep 2019 | $111.4M | $0 | $111.4M | 2 | 0 |
| May 2019 | $111.4M | $0 | $111.4M | 1 | 0 |
| May 2019 | $101.5M | $0 | $101.5M | 1 | 0 |
| Feb 2019 | $101.5M | $0 | $101.5M | 1 | 0 |
| Mar 2018 | $108.7M | $0 | $108.7M | 1 | 0 |
DateJul 2024
Total AUM$182.4M
Discretionary$159.3M
Non-Disc.$23.1M
Employees4
Clients0
DateJul 2024
Total AUM$182.4M
Discretionary$159.3M
Non-Disc.$23.1M
Employees4
Clients0
DateJul 2024
Total AUM$182.4M
Discretionary$159.3M
Non-Disc.$23.1M
Employees4
Clients0
DateJul 2024
Total AUM$182.4M
Discretionary$159.3M
Non-Disc.$23.1M
Employees4
Clients0
DateFeb 2024
Total AUM$182.4M
Discretionary$159.3M
Non-Disc.$23.1M
Employees4
Clients0
DateMar 2023
Total AUM$148.6M
Discretionary$131.6M
Non-Disc.$17M
Employees3
Clients0
DateFeb 2022
Total AUM$153.9M
Discretionary$130.5M
Non-Disc.$23.4M
Employees1
Clients0
DateFeb 2022
Total AUM$153.9M
Discretionary$130.5M
Non-Disc.$23.4M
Employees1
Clients0
DateMar 2021
Total AUM$161.6M
Discretionary$108.1M
Non-Disc.$53.5M
Employees1
Clients0
DateOct 2020
Total AUM$120.4M
Discretionary$57.4M
Non-Disc.$62.9M
Employees2
Clients0
DateAug 2020
Total AUM$120.4M
Discretionary$57.4M
Non-Disc.$62.9M
Employees2
Clients0
DateMay 2020
Total AUM$120.4M
Discretionary$57.4M
Non-Disc.$62.9M
Employees3
Clients0
DateApr 2020
Total AUM$120.4M
Discretionary$57.4M
Non-Disc.$62.9M
Employees3
Clients0
DateMar 2020
Total AUM$120.4M
Discretionary$57.4M
Non-Disc.$62.9M
Employees3
Clients0
DateSep 2019
Total AUM$111.4M
Discretionary$0
Non-Disc.$111.4M
Employees2
Clients0
DateMay 2019
Total AUM$111.4M
Discretionary$0
Non-Disc.$111.4M
Employees1
Clients0
DateMay 2019
Total AUM$101.5M
Discretionary$0
Non-Disc.$101.5M
Employees1
Clients0
DateFeb 2019
Total AUM$101.5M
Discretionary$0
Non-Disc.$101.5M
Employees1
Clients0
DateMar 2018
Total AUM$108.7M
Discretionary$0
Non-Disc.$108.7M
Employees1
Clients0