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THE BURNEY COMPANY
RESTON, VA
866-928-7639
SEC #801-10232Total AUM
$3.6B
Employees
46Clients
1,926Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1800 ALEXANDER BELL DRIVE
SUITE 510
RESTON
VA 20191
United States
SUITE 510
RESTON
VA 20191
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
866-928-7639
Other Offices
14
Financials
Total AUM
$3.6B
Accounts
4,528Discretionary
$3.6B
Accounts
4,528Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
976AUM
$424.5M
HNW Individual Clients
904AUM
$2.6B
Investment Company Clients
1AUM
$360.9M
Pension/Profit Sharing Plan Clients
22AUM
$75.3M
Charitable Organization Clients
3AUM
$11M
Corporation or Business Clients
20AUM
$127.1M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION/PLANNING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.