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| Keyboard |
| James J Burns & Company LLC
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|---|---|
| CRD # | 140452 |
| SEC # | 801-66736 |
| CIK # | 0001949059 |
| AUM | 1,253.3 M (2026-03-24) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Phone | 631-390-0500 |
| Address | 225 Broadhollow Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.9 | ||
| Henry Schein Inc | 11.3 | ||
| Alphabet Inc | 6.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 1,099.9 |
| (b) Individuals (high net worth individuals) | 280 | 110.8 |
| (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 | 10 | 42.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,530 | 1,253.3 |
| By Discretionary | ||
| Discretionary | 2,530 | 1,253.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,530 | 1,253.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 1,248.6 | |
| Total | 2,530 | 1,253.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001949059] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 17 (1 non-US) |
| Serves | Retail |
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