JAMES J. BURNS & COMPANY, LLC

J.J. BURNS & COMPANY
MELVILLE, New York·5 registered advisors·CRD# 140452
SEC# 801-667360631-390-0500
01

Firm Overview

AUM
$885M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JAMES J. BURNS & COMPANY, LLC

5 registered advisors
Adam Kohler
MELVILLE, New York
Anthony Lagiglia
MELVILLE, New York
James Joseph Burns
MELVILLE, New York
Jessica Evans
MELVILLE, New York
Steven Charles Mula
MELVILLE, New York
05

Office Locations

MELVILLE, New York
5 advisors

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Data sourced from SEC Form ADV filings. JAMES J. BURNS & COMPANY, LLC (CRD# 140452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.