J.J. BURNS & COMPANY

RIASEC RegisteredEst. 2006
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$495K
Accounts
2,530
Employees
17
Advisory reps
9

Firm details

Headquarters
MELVILLE, New York
CRD number
140452
Registered since
May 15, 2006
Website
jjburns.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals87.76%
  • HNWI8.84%
  • Pension & Profit Sharing Plans3.4%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

J.J. Burns & Company is an independent, owner-operated registered investment adviser that has been SEC-registered since 2006. The firm works with both individual/family and institutional clients and emphasizes financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 6%, Exchange Traded Equities 5%, State & Local Bonds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities5%
  • State & Local Bonds3%
  • US Government Bonds2%

Owners & executives

3 of 3

  • JAMES BURNS

    CEO & PresidentCRD 1746094

  • David Carter

    Chief Investment OfficerCRD 2362095

  • STEVEN MULA

    Chief Investment OfficerCRD 1346625

Contacts

3 of 6

  • Anamika Madan

    Financial Planning SpecialistCRD 5279887

  • JESSICA EVANS

    Client Services ManagerCRD 6354255

  • NEJAD ABO HAMZY

    Financial PlannerCRD 7432073

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 104

Active vs passive

$655M in ETFs

Passive

89%

$581M

Active

11%

$74M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$147M491,86822.44%
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Location

Primary office

MELVILLE, NY

SUFFOLK

Location

MELVILLE, NY

Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
225 Broadhollow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth