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BURNE FINANCIAL CONCEPTS, LLC
CRD 293013 · SEC 801-132246
51 DEPOT STREET, SUITE 105 B, WATERTOWN, CT, 06795, United States
Phone
(860) 417-2518
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.7M
Discretionary AUM
$113.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $30.3M |
| High net worth individuals | 23 | $74.0M |
States served
LA, MA, TX, CT, FL
Official SEC filing: View on IAPD