Company Information

Get to know The Burlingame Company, LLC

Founded in 1982, The Burlingame Company, LLC is an independent, SEC-registered investment advisory firm based in La Jolla, California. The company specializes in providing customized investment management and wealth management services tailored to the unique needs of its clients, which include high-net-worth individuals and families, trusts, private foundations, and retirement plans. Their approach emphasizes a long-term investment philosophy and personalized financial strategies to help clients achieve their financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Burlingame Company, LLC

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.