Overview
Assets Under Management: $295 million
Headquarters: CORNING, NY
High-Net-Worth Clients: 71
Average Client Assets: $4 million
Frequently Asked Questions
BURNS MATTESON CAPITAL MANAGEMENT, 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 #118315), BURNS MATTESON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BURNS MATTESON CAPITAL MANAGEMENT, LLC is headquartered in CORNING, NY.
BURNS MATTESON CAPITAL MANAGEMENT, LLC serves 71 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, BURNS MATTESON CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BURNS MATTESON CAPITAL MANAGEMENT, LLC manages $295 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, BURNS MATTESON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.26
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,092
Discretionary Accounts: 1,089
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 118315
Last Filing Date: 2024-03-21 00:00:00
Website: https://burnsmatteson.com