J.J. Burns & Company

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$495K
Accounts
2,530
Employees
16
Advisory reps
7

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 organized as an LLC and reporting to the SEC since 2006. The firm serves both individual/family clients and institutional investors, focusing on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not identify as an active ESG investor, does not act as a capital allocator to third-party alternative managers, and is affiliated with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

FINTRX

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

1 of 1
  • James Burns

    James Burns

    CEO & PresidentCRD 1746094

Contacts

3 of 6
  • Anamika Madan

    Anamika Madan

    Financial Planning SpecialistCRD 5279887

  • Adam Kohler

    Adam Kohler

    Director of Financial PlanningCRD 6089693

  • Anthony Lagiglia

    Anthony Lagiglia

    Managing DirectorCRD 2518563

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 111

Active vs passive

$834M in ETFs

Passive

83%

$693M

Active

10%

$141M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$167M484,90820.00%
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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