|
⚲
|
| Burns J W & Co Inc
✚
| |
|---|---|
| CRD # | 107835 |
| SEC # | 801-13068 |
| CIK # | |
| AUM | $801.9 MM (2024-03-07) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 315-449-1341 |
| Address | 5789 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 78.1 |
| (b) Individuals (high net worth individuals) | 195 | 586.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 29.9 |
| (h) Charitable organizations | 27 | 81.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 25.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,270 | 801.9 |
| By Discretionary | ||
| Discretionary | 1,265 | 773.9 |
| Non-Discretionary | 5 | 28.0 |
| Total | 1,270 | 801.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 801.9 | |
| Total | 1,270 | 801.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cardinal Capital Management Inc
✚
|
0.8 | |
|
Sittner & Nelson LLC
✚
|
OR | 0.8 |
|
LS Investment Advisors LLC
✚
|
MI | 0.8 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.8 |
|
Ellis Investment Partners LLC
✚
|
PA | 0.8 |
|
CLG LLC
✚
|
CA | 0.8 |
|
Hahn Capital Management LLC
✚
|
CA | 0.8 |
|
Strid Group LLC
✚
|
PA | 0.8 |
|
Trebuchet Consulting LLC
✚
|
PA | 0.8 |
|
The Clarus Group Inc
✚
|
TX | 0.8 |