Brian Burgan is a registered investment advisor at Silver Thread Investments, based in Ft. Myers, FL, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Thread Investments does not charge a fee for its services. Services are provided free to family members and friends.
Location
Ft. Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian is involved in real estate development through Sueno Del Mar LTD, Rio Grande Ranch LLC, and Angler's Ridge LLC. The filing does not specify the time commitment for these activities.
Employment History
Current Registrations
Silver Thread Investments
Previous Registrations
Edward Jones
Silver Thread Investments
State Registrations1 state
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