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Donald Winthrop Bourne

BOURNE LENT ASSET MANAGEMENT, INC.·PAWLING, New York
Clean record5 years registeredBOURNE LENT ASSET MANAGEMENT, INC.
12 E. MAIN STREET, PAWLING, NY 12564CRD# 4368990Firm CRD# 111114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Winthrop Bourne · PAWLING, NY
Registration
CRD #4368990 · BOURNE LENT ASSET MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

BOURNE LENT ASSET MANAGAMENT, INC.
May 2021 – present
02

Registrations & Exams

Registration record
First registered · May 21, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOURNE LENT ASSET MANAGEMENT, INC.
CRD 111114 · SEC 801-57773
AUM
$285M
Regulatory assets under management
Employees
5
182 client accounts
Services offered by BOURNE LENT ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BOURNE LENT ASSET MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Donald Winthrop Bourne offer?
Donald Winthrop Bourne specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PAWLING, New York for a consultation.
What are Donald Winthrop Bourne's credentials?
Donald Winthrop Bourne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Winthrop Bourne located?
Donald Winthrop Bourne is based in PAWLING, New York, working with BOURNE LENT ASSET MANAGEMENT, INC.. Their office serves clients in the PAWLING metropolitan area and surrounding communities.
How does Donald Winthrop Bourne charge for services?
Donald Winthrop Bourne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOURNE LENT ASSET MANAGEMENT, INC.?
BOURNE LENT ASSET MANAGEMENT, INC. has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOURNE LENT ASSET MANAGEMENT, INC.

John Joseph Lent
PAWLING, NY

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