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, SEC‑registered advisory corporation that has been active since the late 1970s. The firm operates on a percentage‑of‑AUM fee model and serves both individual/family and institutional clients. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutions. FINTRX flags the firm as preferring equity exposure and not positioned as a capital allocator or pension consultant.
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
1 of 1JAMES BURNS
President, Chief Investment OfficerCRD 2560905
Contacts
3 of 4PETER BUNITSKY
Director and TreasurerCRD 4347323
Thaddeus Malley
Portfolio Manager, Financial AdvisorCRD 7405051
Andrew Derrenbacker
Certified Financial PlannerCRD 7405007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$307M in ETFs
89%
$273M
0%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND (VYMI) | Vanguard | Passive | Foreign Large Value | $31.5M | 333,846 | 10.24% |
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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