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Donald Winthrop Bourne

BOURNE STENSTROM LENT ASSET MANAGEMENT, INC.·PAWLING, New York
Clean recordBOURNE STENSTROM LENT ASSET MANAGEMENT, INC.
3 MEMORIAL AVENUE, PAWLING, NY 12564CRD# 4369007Firm CRD# 111114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Winthrop Bourne · PAWLING, NY
Registration
CRD #4369007 · BOURNE STENSTROM LENT ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Winthrop Bourne is a registered financial advisor based in PAWLING, New York, affiliated with BOURNE STENSTROM LENT ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BOURNE LENT ASSET MANAGEMENT, INC.
BOURNE LENT ASSET MANAGAMENT, INC.
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOURNE LENT ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4369007
Firm CRD# 111114
View on FINRA BrokerCheck →

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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 STENSTROM 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 STENSTROM LENT ASSET MANAGEMENT, INC.?
BOURNE STENSTROM 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 STENSTROM LENT ASSET MANAGEMENT, INC.

Donald Winthrop Bourne
PAWLING, NY
John Joseph Lent
PAWLING, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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