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Building 2BURNS FINANCIAL MANAGEMENT, INC.

Map pinNORTH PALM BEACH, FL
Phone561-624-3210
NotebookSEC #801-63135
Total AUM
$50.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1208 U. S. HIGHWAY 1, SUITE A
NORTH PALM BEACH
FL 33408
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
561-624-3210

ReceiptFinancials

Total AUM
$50.1M
Accounts
213
Discretionary
$50.1M
Accounts
213
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEE FOR SERVICE

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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