Burns J W & Co is an investment advisor in Dewitt with $829.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
222134760
SEC advisor number
801-13068
FINRA CRD number
107835
AUM ?
$829.75 mm
(as of 3 Nov 22)
Accounts
1,222
(as of 3 Nov 22)
Employees
9
(6 investment advisory or research)
Address
Burns J W & Co
5789 WIDEWATERS PARKWAY
DEWITT
NY 13214
5789 WIDEWATERS PARKWAY
DEWITT
NY 13214
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
3154491341
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Burns, James, C | Owner/president/ceo/director/chief Compliance Officer | 12/2012 | > 75% |
Bunitsky, Peter, N | Corporate Secretary/ Treasurer/director | 09/1990 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22