Burleson & Company is an investment advisor in Petaluma with $437.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
201160877
SEC advisor number
801-66240
FINRA CRD number
131803
AUM ?
$492.02 mm
(as of 29 Mar 23)
Accounts
965
(as of 29 Mar 23)
Employees
5
(3 investment advisory or research)
Address
Burleson & Company
201 1ST STREET, SUITE 204
PETALUMA
CA 94952
201 1ST STREET, SUITE 204
PETALUMA
CA 94952
Phone
(707) 283-0520
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20