Overview
Assets Under Management: $114 million
Headquarters: WATERTOWN, CT
High-Net-Worth Clients: 23
Average Client Assets: $3.2 million
Frequently Asked Questions
BURNE FINANCIAL CONCEPTS, LLC 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 #293013), BURNE FINANCIAL CONCEPTS, LLC is subject to fiduciary duty under federal law.
BURNE FINANCIAL CONCEPTS, LLC is headquartered in WATERTOWN, CT.
BURNE FINANCIAL CONCEPTS, LLC serves 23 high-net-worth clients according to their SEC filing dated January 27, 2026. View client details ↓
According to their SEC Form ADV, BURNE FINANCIAL CONCEPTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BURNE FINANCIAL CONCEPTS, LLC manages $114 million in client assets according to their SEC filing dated January 27, 2026.
According to their SEC Form ADV, BURNE FINANCIAL CONCEPTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.08%
Average Client Assets: $3.2 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 293013
Filing ID: 2045042
Last Filing Date: 2026-01-27 09:06:41