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Building 2BOURNE LENT ASSET MANAGAMENT, INC.

Map pinPAWLING, NY
Phone845-855-1590
NotebookSEC #801-57773
Total AUM
$343.9M
Employees
4
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 E. MAIN STREET
PAWLING
NY 12564
United States
Operating Hours
8:30AM-4:00PM
Monday - Friday
Phone
845-855-1590
Other Offices
4

ReceiptFinancials

Total AUM
$343.9M
Accounts
167
Discretionary
$341.6M
Accounts
166
Non-Discretionary
$2.3M
Accounts
1

ContactClients

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Individual Clients
26
AUM
$8M
HNW Individual Clients
52
AUM
$265.9M
Charitable Organization Clients
5
AUM
$63.5M
Government Entity Clients
1
AUM
$6.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMENENJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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