{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/297648#adviser","name":"BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.","alternateName":"BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC.","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"297648"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-113856"}],"address":{"@type":"PostalAddress","addressLocality":"TORONTO, ONTARIO","addressRegion":null,"postalCode":"M5H 1T1","addressCountry":"Canada"},"url":"HTTPS://WWW.BURGESSINVESTMENTMANAGEMENT.COM/","description":"BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. is a Registered Investment Adviser. Reports $144,159,401 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":144159401},{"@type":"PropertyValue","propertyID":"Number of accounts","value":411},{"@type":"PropertyValue","propertyID":"Employees","value":3},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/297648","https://reports.adviserinfo.sec.gov/reports/ADV/297648/PDF/297648.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T19:13:37.553Z"}}