Burleson & Company LLC
Legal Name: BURLESON & COMPANY, LLC
201 1ST STREET, SUITE 204, PETALUMA, CA
707-283-0520
http://www.bcowealth.com/
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Full Contact Details
Burleson & Company LLC
201 1ST STREET, SUITE 204, PETALUMA, CA
707-283-0520
707-283-0524
Other Info
Burleson & Company, LLC is a California-based Limited Liability Company that offers advisory services and has a team of 6 employees. The precise number of its clients is unknown, and as per the SEC, the firm's registration status is approved since March 2006.
Direct Owners
-
HEIDI MARIE WILSON
PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE owns more than 5% but less than 10%
-
JAMES DAVID BURLESON
PRINCIPAL/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 5, 2019
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