Burnham & Company LLC logo

Burnham & Company LLC

Updated today

Client assets under management

$107,616,354

Clients

171

26% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

86

High

Average account size

$629,335

About

Burnham & Company provides discretionary investment management primarily to individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm works with clients to create investment policy statements and then implements, monitors, and reports on portfolio activity on their behalf.

The firm’s investment process emphasizes fundamental analysis supplemented by technical inputs and third‑party research (including subscriptions noted to Credit Suisse, Briefing and Dorsey Wright). Strategies include long‑ and short‑term equity positions, options, and occasional IPO participation, with accounts generally reviewed every 15 to 30 days and tax considerations incorporated when clients supply relevant information.

Distinctive aspects include its recent establishment in March 2022 and a small advisory team managing roughly $129.5 million across about 171 client accounts, implying a comparatively high client‑to‑advisor ratio. Burnham has a formal New Issue Policy that governs limited IPO allocations via custodian relationships, reports no industry affiliations or solicitor arrangements, and relies on institutional platform services from major custodians for custody, execution and research support.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Negotiable fixed management fee for certain accounts

Percentage

Under $1,000,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% Over $3,000,000+: 0.75%

Main office location

Burnham & Company LLC

4930 Cascade Rd Se, Suite B

Grand Rapids MI 49546, United States

Number of offices

1

Most active in

Arizona · Maine · Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Adam T

Series 63, Series 65

Grand Rapids, MI

Burnham & Company LLC

Adam Trask is a financial advisor with Burnham & Company LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Chase. Burnham & Company LLC provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm’s investment approach combines fundamental and technical analysis, with portfolios focused on long-term growth and supplemented by short-term trades, options, mutual funds, and ETFs.

Options & derivatives strategies
user avatar

Bobby T

Series 63, Series 65

Grand Rapids, MI

Burnham & Company LLC

Bobby Tsironis is a financial advisor at Burnham & Company LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Burnham & Company since 2022, following eight years at Centennial Securities Company, Inc. Burnham & Company LLC provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and companies. The firm employs a fundamental analysis-based investment approach supplemented by technical analysis and third-party research, managing approximately $117.7 million in assets across 158 client accounts with a team of four advisors.

Options & derivatives strategies
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