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Burns Matteson Capital Management, LLC

● SEC registered since 2002CRD 118315SEC# 801-61036Corning, NY
Export (members)
Reg. AUM
$342.5M
Employees
5
Accounts
1,058
Location
Corning, NY

Burns Matteson Capital Management, LLC assets under management

Burns Matteson Capital Management, LLC is a registered investment adviser overseen by the SEC based in Corning, NY. The firm has been registered since 2002. It reports $342.5 million in regulatory assets under management and employs 5 people.

Burns Matteson Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Nathan Davis ControlChief Compliance OfficerUnder 5%2023
Donna J. BurnsLlc Member5-10%2005
William Barnum Burns ControlPresidentOver 75%2000

Frequently asked questions

How much does Burns Matteson Capital Management, LLC manage?

Burns Matteson Capital Management, LLC reports $342.5 million in regulatory assets under management on its Form ADV.

How many employees does Burns Matteson Capital Management, LLC have?

Burns Matteson Capital Management, LLC reports 5 employees.

Where is Burns Matteson Capital Management, LLC located?

Burns Matteson Capital Management, LLC is based in Corning, NY and has been SEC-registered since 2002.

Does Burns Matteson Capital Management, LLC disclose fund performance?

Burns Matteson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address42 E. Market St., Corning, NY 14830
Phone607-937-9282
Fax607-937-9280
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1894164
Discloses disciplinary historyNo

Assets under management

Discretionary$338M
Non-discretionary$4.4M
Total (RAUM)$342.5M