Burney is an investment advisor in Reston with $2.63 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
50395830
SEC advisor number
801-10232
FINRA CRD number
106945
AUM ?
$2.63 bn
(as of 31 Oct 22)
Accounts
4,162
(as of 31 Oct 22)
Employees
42
(40 investment advisory or research)
Address
Burney
1800 ALEXANDER BELL DRIVE
SUITE 510
RESTON
VA 20191
1800 ALEXANDER BELL DRIVE
SUITE 510
RESTON
VA 20191
Office hours
Monday - Friday, 9AM-5PM
Phone
7032415611
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pratt, Lowell, Dorrance | President, Chairman, Shareholder | 01/1999 | 50-75% |
Green, Gilbert, Russell | Shareholder | 01/1999 | 5-10% |
Stewart, William, Abbott | Chief Compliance Officer, Shareholder | 01/2006 | 5-10% |
Bauchspies, Richard, Elmer | Director, Shareholder | 01/2006 | 5-10% |
Hunt, Thomas, Durrell | Director, Shareholder | 07/2017 | 5-10% |
Daley, John, Michael | Director | 07/2009 | < 5% |
Woolston, Peter, Christopher | Director | 07/2009 | < 5% |
Walsh, Martin | Director, Shareholder | 05/2015 | 5-10% |
Shen, Xin | Director, Shareholder | 03/2016 | 5-10% |
Campbell, Sherrie, Parks | Director | 06/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21