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Burns J W & Co Inc

● SEC registered since 1977CRD 107835SEC# 801-13068Dewitt, NY
Export (members)
Reg. AUM
$904M
Employees
8
Accounts
611
Location
Dewitt, NY

Burns J W & Co Inc assets under management

Burns J W & Co Inc is a registered investment adviser overseen by the SEC based in Dewitt, NY. The firm has been registered since 1977. It reports $904 million in regulatory assets under management and employs 8 people.

Burns J W & Co Inc owners & executives

3 reported
NameTitleOwnershipSince
Andrew James Derrenbacker ControlCorporate Secretary5-10%2023
James C Burns ControlOwner/President/Ceo/Director/Chief Compliance OfficerOver 75%2012
Peter N Bunitsky ControlTreasurer/DirectorUnder 5%1990

Frequently asked questions

How much does Burns J W & Co Inc manage?

Burns J W & Co Inc reports $904 million in regulatory assets under management on its Form ADV.

How many employees does Burns J W & Co Inc have?

Burns J W & Co Inc reports 8 employees.

Where is Burns J W & Co Inc located?

Burns J W & Co Inc is based in Dewitt, NY and has been SEC-registered since 1977.

Does Burns J W & Co Inc disclose fund performance?

Burns J W & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5789 Widewaters Parkway, Dewitt, NY 13214
Phone315-449-1341
Fax315-449-1349
Office hours8:30 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1047339
Discloses disciplinary historyNo

Assets under management

Discretionary$871.8M
Non-discretionary$32.2M
Total (RAUM)$904M