BURGESS INVESTMENT GROUP, LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 318698). Regulatory assets under management: $147.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jonathan Brett Burgess | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Johnathan Brett Burgess | MANAGING MEMBER | — |
| Amie Jill Newton | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT OF OPERATIONS | — |
| John M Obeck | CHIEF COMPLIANCE OFFICER | — |