Burne Financial Concepts, LLC
Burne Financial Concepts, LLC is an SEC-registered mass-market adviser in Watertown, CT with $113.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Burne Financial Concepts, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293013, SEC 801-132246, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $113.7M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Watertown, CT
- Employees
- 1
- Clients
- 144
- CRD
- 293013
- Ownership
- BURNE, NATHANIEL, FIELDS
How much AUM does Burne Financial Concepts, LLC have?
Burne Financial Concepts, LLC reported $113.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Burne Financial Concepts, LLC?
Disclosed owners and executives of Burne Financial Concepts, LLC include BURNE, NATHANIEL, FIELDS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.