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John Borden Williams

BURR & COMPANY, LLC·OSTERVILLE, Massachusetts
Unclaimed Profile
872 MAIN STREET, OSTERVILLE, MA 02655CRD# 4885676Firm CRD# 141975
01

About

John Borden Williams is a registered financial advisor based in OSTERVILLE, Massachusetts, affiliated with BURR & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURR & COMPANY, LLC
BURR & COMPANY, LLC
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BURR & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4885676
Firm CRD# 141975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Borden Williams offer?
John Borden Williams specializes in Financial Planning, Investment Management. Contact their office in OSTERVILLE, Massachusetts for a consultation.
What are John Borden Williams's credentials?
John Borden Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Borden Williams located?
John Borden Williams is based in OSTERVILLE, Massachusetts, working with BURR & COMPANY, LLC. Their office serves clients in the OSTERVILLE metropolitan area and surrounding communities.
How does John Borden Williams charge for services?
John Borden Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURR & COMPANY, LLC?
BURR & COMPANY, LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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