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BURNS MATTESON CAPITAL MANAGEMENT, LLC
CRD 118315 · SEC 801-61036
42 E. MARKET ST., CORNING, NY, 14830, United States
Phone
607-937-9282
Fax
607-937-9280
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.4M
Discretionary AUM
$368.1M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $39.1M |
| High net worth individuals | 79 | $357.0M |
States served
MD, NE, NJ, NY, NC, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD