| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Kohler | Director Of Financial Planning | Under 5% | 2023 |
| Anthony Lagiglia Control | Managing Director | Under 5% | 1998 |
| James Joseph Burns Control | President/Ceo | Over 75% | 2006 |
James J. Burns & Company, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
James J. Burns & Company, LLC reports 15 employees.
James J. Burns & Company, LLC is based in Melville, NY and has been SEC-registered since 2006.
James J. Burns & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 225 Broadhollow Road, Suite 410, Melville, NY 11747 |
| Phone | 631-390-0500 |
| Fax | 631-420-4757 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1949059 |
| Discloses disciplinary history | No |
| Discretionary | $1.07B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.07B |