Burt Wealth Advisors
Investment Management
Rockville, Md, United States
11 employees
- Employees
- 11
- Contacts
- 4
- Emails
- 4
- Phones
- 1
Burt Wealth Advisors Overview
- Headquarters
- Rockville, Md, United States
- Phone Number
- Available in AeroLeads
- Website
- burtwealthadvisors.com
- Industry
- Investment Management
- Employees
- 11
- Founded
- 1985
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Burt Wealth Advisors
For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients’ interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.
Burt Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Burt Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Patrick Cornelius | IT and Operations | Rockville, Maryland, United States |
Email
|
| Maria Cornelius, Cfp® | Wealth Management Expert & Exec. VP | Washington Dc-baltimore Area, United States |
Email
Phone
|
| Todd Growney, Cfp® | Wealth Management Expert & VP at Burt | Rockville, Maryland, United States |
Email
|
| Brendan Feury, Cfa | Investment & Portfolio Strategist | Nottingham, Maryland, United States |
Email
|
Employees by Management Level
VP / Head
4 profiles
Individual contributor
4 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 3 |
| Sales | 1 | 1 | 0 |
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