Insights

Market Positioning Burnham Gibson Wealth Advisors operates within the competitive financial services industry with a focus on personalized wealth management, positioning itself as a boutique alternative to larger firms like Charles Schwab and Fidelity, which could be an opportunity for targeted premium service offerings.

Growth Focus Recent strategic hires, including experienced financial advisors and client service specialists, indicate a growth-oriented approach, presenting opportunities to introduce scalable digital solutions and advanced client engagement tools to support their expansion.

Technology Adoption The company's utilization of modern tech stacks such as AWS, Laravel, and Gatsby suggests openness to innovative digital platforms, which could be leveraged to offer tailored technology integrations or compliance software to enhance efficiency.

Revenue Potential With revenue estimated between 1 to 10 million dollars and a relatively small team, there is potential to provide mid-market financial technology solutions or operational efficiencies that can support revenue growth and client acquisition.

Client Service Enhancement Their emphasis on high-quality service and recent hires in client relations indicate a strong focus on client retention; offering CRM upgrades, data analytics, or client communication tools could align well with their customer-centric strategy.

Burnham Gibson Financial Group Tech Stack

Burnham Gibson Financial Group uses 8 technology products and services including Varnish, Amazon Web Services, Module Federation, and more. Explore Burnham Gibson Financial Group's tech stack below.

  • Varnish
    Caching
  • Amazon Web Services
    Cloud Hosting
  • Module Federation
    Development
  • Priority Hints
    Performance
  • HSTS
    Security
  • Laravel
    Web Frameworks
  • Livewire
    Web Frameworks
  • Gatsby
    Web Frameworks

Media & News

Burnham Gibson Financial Group's Email Address Formats

Burnham Gibson Financial Group uses at least 1 format(s):
Burnham Gibson Financial Group Email FormatsExamplePercentage
FLast@burnhamgibson.comJDoe@burnhamgibson.com
40%
First.Last@burnhamgibson.comJohn.Doe@burnhamgibson.com
10%
LFirst@burnhamgibson.comDJohn@burnhamgibson.com
10%
FLast@burnhamgibson.comJDoe@burnhamgibson.com
40%

Frequently Asked Questions

Where is Burnham Gibson Financial Group's headquarters located?

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Burnham Gibson Financial Group's main headquarters is located at 2050 Main Street Irvine, California 92614 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Burnham Gibson Financial Group's phone number?

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You can contact Burnham Gibson Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Burnham Gibson Financial Group's official website and social media links?

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Burnham Gibson Financial Group's official website is burnhamgibson.com and has social profiles on LinkedIn.

What is Burnham Gibson Financial Group's SIC code NAICS code?

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Burnham Gibson Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Burnham Gibson Financial Group have currently?

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As of February 2026, Burnham Gibson Financial Group has approximately 20 employees across 2 continents, including North AmericaOceania. Key team members include Property Manager: N. A.Manager: J. K.Assistant To Michelle Curry: S. L.. Explore Burnham Gibson Financial Group's employee directory with LeadIQ.

What industry does Burnham Gibson Financial Group belong to?

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Burnham Gibson Financial Group operates in the Financial Services industry.

What technology does Burnham Gibson Financial Group use?

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Burnham Gibson Financial Group's tech stack includes VarnishAmazon Web ServicesModule FederationPriority HintsHSTSLaravelLivewireGatsby.

What is Burnham Gibson Financial Group's email format?

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Burnham Gibson Financial Group's email format typically follows the pattern of FLast@burnhamgibson.com. Find more Burnham Gibson Financial Group email formats with LeadIQ.

Burnham Gibson Financial Group

Financial ServicesCalifornia, United States11-50 Employees

Burnham Gibson Wealth Advisors, LLC is a privately held financial services company located in Irvine, California.

Section iconCompany Overview

Headquarters
2050 Main Street Irvine, California 92614 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Burnham Gibson Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Burnham Gibson Financial Group's revenue is estimated to be in the range of $1M$10M

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