Overview
Assets Under Management: $1.1 billion
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 235
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.55
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,064
Discretionary Accounts: 2,064
Regulatory Filings
CRD Number: 140452
Last Filing Date: 2025-02-28 00:00:00
Website: https://jjburns.com