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Burt Wealth Advisors

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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 client’s 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.

Headquarters:
6010 Executive Boulevard, Rockville, Maryland, United States, 20852
Industry:
Investment Management
Founded:
1985
Employees:
11
Annual Revenue:
-

Type: Private
Ticker: -
United States 11
Estate PlanningInvestment ResearchEducation PlanningAsset AllocationTax PlanningRetirement PlanningFinancial PlanningInvestment Management
SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice
NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

Frequently asked questions about Burt Wealth Advisors

Let us help answer the most common questions you might have.

Where is Burt Wealth Advisors located?

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Burt Wealth Advisors' headquarters is located at 6010 Executive Boulevard, Rockville, Maryland, United States, 20852

What is Burt Wealth Advisors' official website?

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Burt Wealth Advisors' official website is burtwealthadvisors.com

What is Burt Wealth Advisors' SIC code?

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SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice

What is Burt Wealth Advisors' NAICS code?

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NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

How many employees does Burt Wealth Advisors have?

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Burt Wealth Advisors has 11 employees

What industry does Burt Wealth Advisors belong to?

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Burt Wealth Advisors is in the industry of: Investment Management

What are Burt Wealth Advisors' social media links?

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Burt Wealth Advisors Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Paul Marai

VP Digital Marketing

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