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THE BURNEY COMPANY
1800 Alexander Bell Drive
Suite 510
Reston, Virginia 20191
Tel: 703-531-0405
About THE BURNEY COMPANY
THE BURNEY COMPANY, formally registered with the SEC as THE BURNEY COMPANY. The firm was established in 09/18/1974. They have over 15 offices throughout the country.
THE BURNEY COMPANY is a Reston, Virginia based Financial Planning firm with nearly $2,680,712,693 assets under management, offering retirement planning & investment advisory services to 4284 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106945 |
| SEC# | 801-10232 |
| Assets Managed by Firm | $2,680,712,693 |
| No. of Clients | 4284 |
| No. of Advisors | 42 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other (TAX PREPARATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4284 | $2,680,712,693 |
| Individuals (other than high net worth individuals) | 1046 | $335,016,290 |
| High net worth individuals | 837 | $1,991,038,997 |
| Pension and profit sharing plans | 22 | $60,289,539 |
| Charitable organizations | 3 | $9,829,033 |
| Corporations or other businesses | 25 | $96,786,656 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
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