Overview
Assets Under Management: $295 million
Headquarters: CORNING, NY
High-Net-Worth Clients: 71
Average Client Assets: $4 million
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