THE BURNEY COMPANY

RESTON, Virginia·21 registered advisors·CRD# 106945
SEC# 801-1023214703-531-0405
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at THE BURNEY COMPANY

21 registered advisors
Andrew Joseph Pratt
RESTON, Virginia
Angela Marie Rugari
RESTON, Virginia
Dennis Darin Puppel
FALLS CHURCH, Virginia
Gilbert Russell Green
RESTON, Virginia
John Michael Daley
RESTON, Virginia
John William Drerup
RESTON, Virginia
Lowell Dorrance Pratt
RESTON, Virginia
Mark Tompkins Vanderberg
FALLS CHURCH, Virginia
Martin Walsh
RESTON, Virginia
Mary Anika Burney
RESTON, Virginia
Michael Joseph Newman
RESTON, Virginia
Peter Allison Wentz
FALLS CHURCH, Virginia
Peter Christopher Woolston
RESTON, Virginia
Richard Elmer Bauchspies
RESTON, Virginia
Robert Benfred Stewart
FALLS CHURCH, Virginia
Senour Hunt
FALLS CHURCH, Virginia
Sherrie Parks Campbell
RESTON, Virginia
Theodore Roy Rosenberg
FALLS CHURCH, Virginia
Thomas Durrell Hunt
RESTON, Virginia
William Abbott Stewart
RESTON, Virginia
Xin Shen
RESTON, Virginia
05

Office Locations

RESTON, Virginia
15 advisors
FALLS CHURCH, Virginia
6 advisors

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Data sourced from SEC Form ADV filings. THE BURNEY COMPANY (CRD# 106945) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.