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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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