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Burne Financial Concepts, LLC

● SEC registered since 2025CRD 293013SEC# 801-132246Watertown, CT
Export (members)
Reg. AUM
$100.4M
Employees
1
Accounts
382
Location
Watertown, CT

Burne Financial Concepts, LLC assets under management

Burne Financial Concepts, LLC is an investment advisory firm registered with the SEC based in Watertown, CT. The firm has been registered since 2025. It reports $100.4 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Burne Financial Concepts, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathaniel Fields Burne ControlPrincipal & Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Burne Financial Concepts, LLC manage?

Burne Financial Concepts, LLC reports $100.4 million in regulatory assets under management on its Form ADV.

How many employees does Burne Financial Concepts, LLC have?

Burne Financial Concepts, LLC reports 1 employees.

Where is Burne Financial Concepts, LLC located?

Burne Financial Concepts, LLC is based in Watertown, CT and has been SEC-registered since 2025.

Does Burne Financial Concepts, LLC disclose fund performance?

Burne Financial Concepts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address51 Depot Street, Suite 105 B, Watertown, CT 06795
Phone(860) 417-2518
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.4M
Non-discretionary$0
Total (RAUM)$100.4M