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    Burt Wealth Advisors

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    Description

    • For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a clients wealth from accumulation and growth through preservation and distribution. Since our founding in 1985, the firm has been managing money for individuals, families, trusts, and corporations. We currently manage over $500 million in assets. We hope to use Linkedin as an opportunity to provide timely and informative content regarding investment management and financial planning.
    • location

      Headquarters:6010 Executive Boulevard , Rockville, Maryland, United States

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    • Burt Wealth Advisors phone

      Phone Number: +1 301-770-9880

    • Burt Wealth Advisors website

      Website: https://www.burtwealthadvisors.com

    • Burt Wealth Advisors employees

      Employees:9

    • Burt Wealth Advisors revenue

      Revenue:$1 - 10M

    • Burt Wealth Advisors legal name

      Legal Name:Burt Wealth Advisors

    • Burt Wealth Advisors's Social Media

      Burt Wealth Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Burt Wealth Advisors

    Fred Cornelius

    President And Chief Executive Officer

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Beth Venit

    Vice President

    Fpqp Brady Darrington

    Operations Manager

    Frequently Asked Questions regarding Burt Wealth Advisors

    • Where are Burt Wealth Advisors's Headquarters?

      Burt Wealth Advisors's Headquarters are in 6010 Executive Boulevard ,Rockville,Maryland,United States

    • What is Burt Wealth Advisors's phone number?

      Burt Wealth Advisors's phone number is +1 301-770-9880

    • What is Burt Wealth Advisors's official website?

      Burt Wealth Advisors's official website is https://www.burtwealthadvisors.com

    • What is Burt Wealth Advisors's Revenue?

      Burt Wealth Advisors's revenue is $1 - 10M

    • What is Burt Wealth Advisors's NAICS code?

      Burt Wealth Advisors's NAICS code is 523930

    • How many employees are working in Burt Wealth Advisors

      Burt Wealth Advisors has 9 employees

    • What is Burt Wealth Advisors's Industry?

      Burt Wealth Advisors is in the industry of Investment Management

    • Who is Burt Wealth Advisors's CEO?

      Burt Wealth Advisors's CEO is Fred Cornelius

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