← Back to searchVisit website
J.W.BURNS & COMPANY, INC.
BURNS J W & CO INC
CRD 107835 · SEC 801-13068
5789 WIDEWATERS PARKWAY, DEWITT, NY, 13214, United States
Phone
315-449-1341
Fax
315-449-1349
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$991.9M
Team
8 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $94.9M |
| High net worth individuals | 267 | $784.6M |
| Pension/profit sharing plans | 13 | $29.4M |
| Charitable organizations | 30 | $95.9M |
| Corporations/business entities | 16 | $22.0M |
States served
AK, AZ, CA, MA, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD