Burke Leslie Professional Asset Management, LLC is an adviser based in Lake Mary. It manages $6.86 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and Texas.
Burke Leslie Professional Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burke Leslie Professional Asset Management, LLC is $6.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Burke Leslie Professional Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Burke Leslie Professional Asset Management, LLC performs its advisory services is located at 801 International Parkway, Lake Mary, FL 32746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-562-1861 or by fax 407-562-2001. The normal business hours are 9am to 5pm on Monday - Friday.