Overview
Assets Under Management: $904 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 240
Average Client Assets: $3 million
Frequently Asked Questions
BURNS J W & CO 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 #107835), BURNS J W & CO INC is subject to fiduciary duty under federal law.
BURNS J W & CO INC is headquartered in DEWITT, NY.
BURNS J W & CO INC serves 240 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, BURNS J W & CO INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BURNS J W & CO INC manages $904 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, BURNS J W & CO INC serves high-net-worth individuals and institutional clients. View client details ↓
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