Burne Financial Concepts, LLC
Burne Financial Concepts, LLC (CRD# 293013) is a financial advisory firm headquartered in Watertown, CT. They manage $85,949,609 in 365 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Burne Financial Concepts, LLC
By the Numbers
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Total Assets Under Management86MILLION
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Total Number of Accounts365ACCOUNTS
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Average Account Value$235,478
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, LA, NY, TX
Financial Advisors at Burne Financial Concepts, LLC
1
Nathaniel Burne (CRD# 2400125) is an Investment Advisor Representative working at Burne Financial Concepts, LLC in Watertown, CT and has over 30 years of experience in the finance industry.
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