Bourne Lent Asset Managament, Inc.

Bourne Lent Asset Managament, Inc. (CRD# 111114) is a financial advisory firm headquartered in Pawling, NY. They manage $185,386,743 in 87 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $2,130,882
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, ME, NJ, NY

Financial Advisors at Bourne Lent Asset Managament, Inc.
No Advisor Found.
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