NEIL E. BURNS, LLC
Firm details
- Headquarters
- FLORHAM PARK, New Jersey
- CRD number
- 283180
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Neil E. Burns, LLC operates as a limited liability company focused on providing investment advisory services primarily to individual and family clients. The firm engages in the selection of other advisers, acting as a capital allocator to optimize client portfolios. While the firm does not actively engage in ESG investing, it has established a niche in the accounting sector, which complements its advisory activities. The firm is structured to cater to a select client base, emphasizing personalized service and tailored investment strategies.
Assets & Accounts
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
Contacts
1 of 1NEIL BURNS
Managing MemberCRD 4311049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLORHAM PARK, NJ
MORRIS
Location
FLORHAM PARK, NJ
Headquartered in FLORHAM PARK, NJ, 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
- MORRIS
- Address
- 25B Hanover Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
JACOBS LEVY EQUITY MANAGEMENT
RIAFLORHAM PARK, NJ
BODNAR FINANCIAL ADVISORS, INC.
RIAFLORHAM PARK, NJ
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
RIAFLORHAM PARK, NJ
EAST COAST WEALTH MANAGEMENT, INC.
RIAFLORHAM PARK, NJ
WISS PRIVATE CLIENT ADVISORS, LLC
RIAFLORHAM PARK, NJ
OZE CAPITAL LLC
RIAFLORHAM PARK, NJ