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Building 2D/B/A BURNS ADVISORY

Map pin
Phone207-439-1423
NotebookSEC #801-60327
Total AUM
$17.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
207-439-1423

ReceiptFinancials

Total AUM
$17.4M
Accounts
32
Discretionary
$3.6M
Accounts
18
Non-Discretionary
$13.8M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ME

HandshakeAffiliates

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

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