Burroughs & Hutchinson Inc (Boise)

Burroughs & Hutchinson Inc is a large advisory firm based in Boise. It manages $257.05 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Montana, and Washington.

Burroughs & Hutchinson provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Burroughs & Hutchinson: assets under management

The assets under management (AUM) of Burroughs & Hutchinson Inc is $257.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $257.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.84 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Burroughs & Hutchinson Inc 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.

Careers at Burroughs & Hutchinson Inc

Mark Ray Matsko has been acting as President since 1 Sep 2000. Jill Sherie Wilson joined the executive team most recently as the Vice President Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Stephen White	Vice-president	1 Sep 2000	Other	1411481
Mark Ray Matsko	President	1 Sep 2000	50% - 75%	2190124
John Hutchinson	Chairman	1 Sep 2000	25% - 50%	2259209
Vicki Lynn Friend	Office manager	1 Dec 2000	Other	4638667
Scott Conrad Brassey	Vice-president	1 Nov 2002	Other	2001661
Steven Gregory Devejian	Vice-president	1 Nov 2002	Other	2634955
Jill Sherie Wilson	Vice president operations	1 Mar 2003	Other	4638656
Danielle Marie Bugni	Trading manager	1 Mar 2003	Other	4638679

Based in Boise

The principal office where Burroughs & Hutchinson Inc performs its advisory services is located at 702 W Idaho Suite 810, Boise, ID 83702 The mailing address of the firm is Po Box 1676, Boise, ID 83701. It doesn’t run an office outside of the United States.