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John Joseph Lent

BOURNE LENT ASSET MANAGEMENT, INC.·PAWLING, New York
Clean recordBOURNE LENT ASSET MANAGEMENT, INC.
12 E. MAIN STREET, PAWLING, NY 12564CRD# 2224794Firm CRD# 111114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Joseph Lent · PAWLING, NY
Registration
CRD #2224794 · BOURNE LENT ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Joseph Lent is a registered financial advisor based in PAWLING, New York, affiliated with BOURNE 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
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2224794
Firm CRD# 111114
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Lent offer?
John Joseph Lent specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PAWLING, New York for a consultation.
What are John Joseph Lent's credentials?
John Joseph Lent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Lent located?
John Joseph Lent 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 John Joseph Lent charge for services?
John Joseph Lent'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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