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Building 2BURNS MATTESON CAPITAL MANAGEMENT, LLC

Map pinCORNING, NY
Phone607-937-9282
NotebookSEC #801-61036
Total AUM
$400.4M
Employees
6
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
42 E. MARKET ST.
CORNING
NY 14830
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
607-937-9282
Other Offices
2

ReceiptFinancials

Total AUM
$400.4M
Accounts
1,042
Discretionary
$368.1M
Accounts
942
Non-Discretionary
$32.3M
Accounts
100

ContactClients

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Individual Clients
120
AUM
$39.1M
HNW Individual Clients
79
AUM
$357M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
1
AUM
$893.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCNENHNJNYPATXVA

HandshakeAffiliates

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

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