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Bourke Wealth Management

EST. AUM
$141,443,457

CONTACTS
2

CLIENT ACCOUNTS
256

Firm Details

Metro area Los Angeles
CRD Number 297957
Website bourkewealth.com
Client types

Overview

The company specializes in investment management and offers expertise in divorce, estate, education, tax, and retirement planning for clients with one million dollars or more in investable assets. As an independent firm with no proprietary products, their recommendations are objective and focused on the client's best interests. They employ a fee-based approach to ensure that the financial advisor's interests are aligned with those of the clients, striving to minimize the fees associated with financial services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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