The Burney Company
The Burney Company (CRD# 106945) is a financial advisory firm headquartered in Reston, VA. They manage $2,680,712,693 in 4,284 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,681MILLION
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Total Number of Accounts4,284ACCOUNTS
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Average Account Value$625,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Peter Woolston (CRD# 1002583) is an Investment Advisor Representative working at The Burney Company in Essex, CT and has over 42 years of experience in the finance industry.
Harriet Fountain (CRD# 2660950) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 28 years of experience in the finance industry.
Albert Mullan (CRD# 7651421) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has 1 year of experience in the finance industry.
Clayton Owen (CRD# 7891903) is an Investment Advisor Representative working at The Burney Company in Athens, GA and has 1 year of experience in the finance industry.
Anne Pomar (CRD# 7863190) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has 1 year of experience in the finance industry.
Robert Pratt (CRD# 7300716) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 3 years of experience in the finance industry.
Brian Quantrille (CRD# 7451567) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 2 years of experience in the finance industry.
Joel Sues (CRD# 7149599) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 4 years of experience in the finance industry.