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Burlingame Wealth Management, LLC

EST. AUM
$129,396,168

CONTACTS

CLIENT ACCOUNTS
115

Firm Details

Metro area San Francisco
CRD Number 300041
Website burlingamewealth.com
Client types

Overview

Burlingame Wealth Management, LLC is an independent, fee-only wealth management and registered investment advisory firm based in Burlingame, California. The firm provides investment management, financial planning and estate-planning services primarily to individuals and high-net-worth families. Its investment philosophy is evidence-based and emphasizes disciplined, long-term asset-class investing rather than market timing or frequent active trading. Client portfolios are individually tailored, and the firm operates as a fiduciary.

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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