BURNS FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- INDEPENDENCE, Ohio
- CRD number
- 111826
- Custodians
- CUSTODIAN
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Burns Financial Advisors, Inc. is a corporation that operates as a registered representative of a broker-dealer. The firm primarily focuses on providing portfolio management services for individuals and small businesses. It caters to a client base that includes individuals and families, and employs a fee structure that encompasses a percentage of assets under management, fixed fees, and performance-based fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1ROBERT BURNS
President, CCOCRD 1286211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDEPENDENCE, OH
CUYAHOGA
Location
INDEPENDENCE, OH
Headquartered in INDEPENDENCE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 5005 Rockside Rd
- Time zone
- ET (UTC-5)
- Office locations
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