BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.
BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. of TORONTO, ONTARIO is an SEC-registered investment adviser (CRD 297648). Regulatory assets under management: $144.2M.
Registration
- CRD: 297648
- SEC file number: 801-113856
- Type: Registered investment adviser
- Location: 120 ADELAIDE STREET WEST, SUITE 2500, TORONTO, ONTARIO, M5H 1T1
- Phone: 416 622 0466
- Latest filing: 2026-03-30
- Regulatory AUM: $144.2M
- Discretionary AUM: $142.3M
- Non-discretionary AUM: $1.8M
- Clients: 3
- Accounts: 411
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Gregory Ward Burgess | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BURGESS GREGORY WARD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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