Overview
Assets Under Management: $1.1 billion
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 235
Average Client Assets: $4 million
Frequently Asked Questions
JAMES J. BURNS & COMPANY, 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 #140452), JAMES J. BURNS & COMPANY, LLC is subject to fiduciary duty under federal law.
JAMES J. BURNS & COMPANY, LLC is headquartered in MELVILLE, NY.
JAMES J. BURNS & COMPANY, LLC serves 235 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, JAMES J. BURNS & COMPANY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JAMES J. BURNS & COMPANY, LLC manages $1.1 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, JAMES J. BURNS & COMPANY, LLC serves high-net-worth individuals. View client details ↓
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