BURGESS INVESTMENT GROUP, LLC
CRD #318698 SEC #801-135075 GREENVILLE, SC 864-920-3155
SEC Registered
Total AUM
$109M
Discretionary
$108.3M
Employees
11
Clients
1
Accounts
697
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $109M | $108.3M | $708.3K | 11 | 3 |
DateDec 2025
Total AUM$109M
Discretionary$108.3M
Non-Disc.$708.3K
Employees11
Clients3