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
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, LA, NY, TX

Financial Advisors at Burne Financial Concepts, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nathaniel F. Burne
CRD#: 2400125
51 Depot Street, Suite 105 B, Watertown, CT 06795

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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