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Building 2J.W.BURNS & COMPANY, INC.

Map pinDEWITT, NY
Phone315-449-1341
NotebookSEC #801-13068
Total AUM
$1B
Employees
8
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5789 WIDEWATERS PARKWAY
DEWITT
NY 13214
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
315-449-1341
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
1,323
Discretionary
$991.9M
Accounts
1,316
Non-Discretionary
$35M
Accounts
7

ContactClients

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Individual Clients
305
AUM
$94.9M
HNW Individual Clients
267
AUM
$784.6M
Pension/Profit Sharing Plan Clients
13
AUM
$29.4M
Charitable Organization Clients
30
AUM
$95.9M
Corporation or Business Clients
16
AUM
$22M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMANCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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