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Burgess Investment Management and Research
Burgess Investment Management and Research Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 2018. The firm manages $144...
Overview
Burgess Investment Management and Research Inc. is an SEC-registered investment adviser in Toronto, Ontario, registered since 2018. The firm manages $144 million in regulatory assets, with $142 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1978
Location
Region
North America
Country
United States
City
Toronto, Ontario
Corporate office
Indianapolis, IN, United States
Principals
Dan Burgess
President
Sector focus
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