J.w.burns & Company, Inc.

J.w.burns & Company, Inc. (CRD# 107835) is a financial advisory firm headquartered in Dewitt, NY. They manage $522,618,946 in 1,043 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $501,073
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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, MA, NC, NH, NJ, NY, TN, TX, VA

Financial Advisors at J.w.burns & Company, Inc.
No Advisor Found.
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