BURT ASSOCIATES, INCORPORATED

BURT ASSOCIATES, INCORPORATED of NORTH BETHESDA, MD is an SEC-registered investment adviser (CRD 105211). Regulatory assets under management: $876.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Frederick Joseph CorneliusPRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER
Maria Georgeanne CorneliusEXECUTIVE VICE PRESIDENT
BURT MARVIN ROGERCHAIRMAN; PRESIDENT
CORNELIUS FREDERICK JOSEPHCHIEF OPERATING OFFICER; PRESIDENT AND CEO; PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER
CORNELIUS MARIA GEORGEANNEEXECUTIVE VICE PRESIDENT
BURT JOY LEESHAREHOLDER

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