Robert G Burns LLC
RIASEC Registered
Total AUM
$170K
Discretionary
$0
0% of AUM
Avg account
$170K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307597
- Website
- bracewell.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Robert G Burns LLC operates as a limited liability company focused on providing investment advisory services primarily to individuals and families. The firm engages in selecting other advisers and functions as an insurance broker. While the firm does not actively pursue ESG investments, it is a capital allocator with a clear preference for traditional investment strategies. The firm’s investment activity is characterized by a conservative approach, primarily focusing on mutual funds and real estate as alternative investments.
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1Robert Burns
OwnerCRD 1052283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations