RIA Intel›Advisers›New York›BURNS JAMES JOSEPH

BURNS JAMES JOSEPH

Advisory

MELVILLE, NY

Data as of Mar 15, 2006 · Source: SEC Form ADV

Total AUM

$75M

1-Year AUM Growth

+4.3%

3-Year CAGR

+14.7%

Employees

0

Assets Under Management

Total AUM$75M

Discretionary AUM$74M

Non-Discretionary AUM$793K

Discretionary %98.9%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMar 30, 2001

Latest FilingMar 15, 2006

🔒 Full AUM trend chart and 7 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BURNS JAMES JOSEPH

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.