J.W.Burns & Company, Inc.
Firm details
- Headquarters
- Syracuse, New York
- CRD number
- 107835
- Registered since
- May 9, 1977
- Website
- jwburns.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.41%
- Charitable Organizations9.34%
- Individuals9.24%
- Pension & Profit Sharing Plans2.87%
- Corporations / Businesses2.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J.W. Burns & Company, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1977. The firm advises both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its primary advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. The firm reports a preference for equity exposure, is not an active ESG investor, and does not act as a capital allocator.
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 Equities66%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$354M in ETFs
89%
$313M
<1%
$40.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $38.9M | 103,992 | 10.99% |
Location
Syracuse, NY
Onondaga
Location
Syracuse, NY
Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 5789 Widewaters Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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