BURNS MATTESON CAPITAL MANAGEMENT, LLC

42 E. Market St.
Corning, New York 14830
Tel: 607-937-9282

About BURNS MATTESON CAPITAL MANAGEMENT, LLC

BURNS MATTESON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BURNS MATTESON CAPITAL MANAGEMENT, LLC. The firm was established in 03/25/2002. They have over 2 offices throughout the country.

BURNS MATTESON CAPITAL MANAGEMENT, LLC is a Corning, New York based Financial Planning firm with nearly $295,450,417 assets under management, offering retirement planning & investment advisory services to 1092 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118315
SEC#	801-61036
Assets Managed by Firm	$295,450,417
No. of Clients	1092
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1092	$295,450,417
Individuals (other than high net worth individuals)	130	$46,816,813
High net worth individuals	67	$243,777,620
Pension and profit sharing plans	Fewer than 5 clients	$3,980,648
Charitable organizations	Fewer than 5 clients	$875,336

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