BURGE FINANCIAL

BURGE FINANCIAL of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 172552). Regulatory assets under management: $14.8M.

Registration

• CRD: 172552
• Type: Registered investment adviser
• Location: 2000 L STREET, SACRAMENTO, CA, 95811
• Phone: 916-622-0298
• Latest filing: 2026-02-18
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.6M
• Non-discretionary AUM: $150K
• Clients: 1
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172552 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search