BURNSIDE AND CO.

BURNSIDE AND CO. of OREGON CITY, OR is an SEC-registered investment adviser (CRD 155293). Regulatory assets under management: $34.6M.

Registration

• CRD: 155293
• Type: Registered investment adviser
• Location: 1300 JOHN ADAMS STREET #103, OREGON CITY, OR, 97045
• Phone: 503-210-5257
• Latest filing: 2026-03-27
• Regulatory AUM: $34.6M
• Discretionary AUM: $34.6M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155293 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search