Overview
Assets Under Management: $904 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 240
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 240
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 611
Discretionary Accounts: 604
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 107835
Last Filing Date: 2025-02-10 00:00:00
Website: https://jwburns.com