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| Burns J W & Co Inc
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|---|---|
| CRD # | 107835 |
| SEC # | 801-13068 |
| CIK # | 0001047339 |
| AUM | 1,026.8 M (2026-04-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 315-449-1341 |
| Address | 5789 Widewaters Parkway Dewitt, NY 13214 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 86.4 | ||
| Alphabet Inc | 47.4 | ||
| Microsoft Corp | 44.3 | ||
| Visa Inc | 35.4 | ||
| Amazon Com Inc | 33.2 | ||
| Nvidia Corp | 29.0 | ||
| J P Morgan Chase & Co | 25.4 | ||
| United Technologies Corp /DE/ | 14.4 | ||
| Morgan Stanley | 13.6 | ||
| Johnson & Johnson | 13.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 94.9 |
| (b) Individuals (high net worth individuals) | 267 | 784.6 |
| (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 | 13 | 29.4 |
| (h) Charitable organizations | 30 | 95.9 |
| (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 | 16 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,323 | 1,026.8 |
| By Discretionary | ||
| Discretionary | 1,316 | 991.9 |
| Non-Discretionary | 7 | 35.0 |
| Total | 1,323 | 1,026.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,026.8 | |
| Total | 1,323 | 1,026.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001047339] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IA | 1,031.4 M |
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NM | 1,028.8 M |
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KY | 1,028.6 M |
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IL | 1,028.5 M |
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|
Bass and Bell Inc
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AR | 1,024.9 M |
|
Perryman Financial Advisory Inc
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|
TX | 1,024.1 M |
|
Alpha Omega Wealth Management LLC
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VA | 1,024.0 M |
|
Zevin Asset Management LLC
✚
|
MA | 1,020.4 M |