Michael
Weyenberg

Burlington Alliance Capital Management, LLC

CRD#7666362
Investment Advisor
in Burlington, NC

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About this Advisor

Michael Weyenberg is a financial advisor operating out of Burlington, North Carolina with a total of 1 year of industry experience. Weyenberg is on the advisory team at Burlington Alliance Capital Management, LLC. Their career trajectory has included roles at Burlington Alliance Capital Management, LLC, Dh Griffin Companies, Samet Corporation, Gilbane Building Company, Duke University and Peoples Gas. Weyenberg maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Florida and North Carolina. Burlington Alliance Capital Management, LLC is a business operating out of Burlington, NC. The firm has offices in 17 locations and a total of 18 financial advisors. It oversees $129 million in assets under management among its 1,081 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,081 client accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which service is provided. However, fees billed by Burlington Alliance Capital Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2823 South Church Street
Burlington, NC 27215

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Burlington Alliance Capital Management, LLC Brokerage Details

Total Assets Under Management

$128,865,287

NC Average: $3,625,019,099
Total Number of Employees

18

NC Average: 22
Total Number of Accounts

1,081

NC Average: 1,917
Average Account Size

$119,209

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Weyenberg Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Burlington Alliance Capital Management, LLC

2018 - Present (6 years)

Dh Griffin Companies

2017 - 2017 (< 1 year)

Samet Corporation

2015 - 2017 (2 years)

Gilbane Building Company

2015 - 2015 (< 1 year)

Duke University

2011 - 2014 (3 years)

Peoples Gas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Weyenberg 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 Burlington Alliance Capital Management, LLC

Joshua Sullivan
Myrtle Beach, SC
Joshua Reyes
Burlington, NC
Jeffrey Schulz
Saint Petersburg, FL
William Flowers
Williamston, SC
Richard Sinton
Sarasota, FL
Jeremy Mahurin
Salem, MO
Michael Weyenberg
Burlington, NC
Weston Lindemann
Burlington, NC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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