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Building 2BURNE FINANCIAL CONCEPTS, LLC

Map pinWATERTOWN, CT
Phone(860) 417-2518
NotebookSEC #801-132246
Total AUM
$113.7M
Employees
1
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 DEPOT STREET
SUITE 105 B
WATERTOWN
CT 06795
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(860) 417-2518

ReceiptFinancials

Total AUM
$113.7M
Accounts
411
Discretionary
$113.7M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$30.3M
HNW Individual Clients
23
AUM
$74M
Pension/Profit Sharing Plan Clients
1
AUM
$8.8M
Charitable Organization Clients
1
AUM
$552K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMATX

HandshakeAffiliates

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

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