BURNS MATTESON CAPITAL MANAGEMENT, LLC
Total AUM
$400.4M
Employees
6Clients
201Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
42 E. MARKET ST.
CORNING
NY 14830
United States
CORNING
NY 14830
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
607-937-9282
Other Offices
2
Financials
Total AUM
$400.4M
Accounts
1,042Discretionary
$368.1M
Accounts
942Non-Discretionary
$32.3M
Accounts
100
Clients
Individual Clients
120AUM
$39.1M
HNW Individual Clients
79AUM
$357M
Pension/Profit Sharing Plan Clients
1AUM
$3.5M
Charitable Organization Clients
1AUM
$893.9K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMDNCNENHNJNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.