Michael
Burton

Aegis Capital Corp

CRD#4148661
Investment Advisor
in Dana Point, CA

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About this Advisor

Michael Burton is a financial advisor based in Dana Point, California, working with Aegis Capital Corp. Michael has previously held positions at Burton Consulting Group and Aegis Capital Corp. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Nevada, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Utah. Currently, Michael is part of Aegis Capital Corp, which operates out of Dana Point, California. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Dana Point, CA

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

CA Average: $7,464,549,021
Total Number of Employees

257

CA Average: 88
Total Number of Accounts

2,479

CA Average: 3,892
Average Account Size

$517,181

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Michael Burton Work History

2022 - Present (2 years)

Aegis Capital Corp

2006 - 2022 (16 years)

Burton Consulting Group

Disclosures

Please visit the SEC profile of Michael Burton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aegis Capital Corp

Glenn Glazer
New York, NY
Charles Rosen
Northbrook, IL
James Wright
New York, NY
Samuel Tenzer
Hillsdale, NJ
Dilnaman Sachdeva
New York, NY
Joseph Yi
Melville, NY
Andrew Gergatsoulis
New York, NY
Geoffrey Johnston
Melville, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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