Overview
Assets Under Management: $303 million
Headquarters: PAWLING, NY
High-Net-Worth Clients: 49
Average Client Assets: $5 million
Frequently Asked Questions
BOURNE LENT ASSET MANAGAMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111114), BOURNE LENT ASSET MANAGAMENT, INC. is subject to fiduciary duty under federal law.
BOURNE LENT ASSET MANAGAMENT, INC. is headquartered in PAWLING, NY.
BOURNE LENT ASSET MANAGAMENT, INC. serves 49 high-net-worth clients according to their SEC filing dated December 08, 2025. View client details ↓
According to their SEC Form ADV, BOURNE LENT ASSET MANAGAMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BOURNE LENT ASSET MANAGAMENT, INC. manages $303 million in client assets according to their SEC filing dated December 08, 2025.
According to their SEC Form ADV, BOURNE LENT ASSET MANAGAMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.54
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 173
Discretionary Accounts: 172
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111114
Filing ID: 2026212
Last Filing Date: 2025-12-08 12:14:19
Website: 4