BURNE FINANCIAL CONCEPTS, LLC
other names
- BURNE FINANCIAL CONCEPTS, LLC
Adviser Profile
| Registration status | Registration Changed to BURNE FINANCIAL CONCEPTS, LLC |
| As of Date | 03/23/2025 |
| ADV Location | WATERTOWN, CT, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| AUM* | 100,423,644 10% |
| of that, discretionary | 100,423,644 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 262,889 7% |
| % High Net Worth | 15.00% 40% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (86 xxxxxxx |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds