1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J.J. BURNS & COMPANY

Map pinMELVILLE, NY
Phone631-390-0500
NotebookSEC #801-66736
Total AUM
$1.3B
Employees
17
Clients
627

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 BROADHOLLOW ROAD
SUITE 410
MELVILLE
NY 11747
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
631-390-0500

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,530
Discretionary
$1.3B
Accounts
2,530
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
337
AUM
$1.1B
HNW Individual Clients
280
AUM
$110.8M
Pension/Profit Sharing Plan Clients
10
AUM
$42.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMANCNHNJNVNYPASCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account