BOURNE LENT ASSET MANAGAMENT, INC.

12 E. Main Street
Pawling, New York 12564
Tel: 845-855-1590

About BOURNE LENT ASSET MANAGAMENT, INC.

BOURNE LENT ASSET MANAGAMENT, INC, formally registered with the SEC as BOURNE LENT ASSET MANAGAMENT, INC. The firm was established in 07/01/2000. They have over 5 offices throughout the country.

BOURNE LENT ASSET MANAGAMENT, INC. is a Pawling, New York based Financial Planning firm with nearly $303,200,264 assets under management, offering retirement planning & investment advisory services to 173 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111114
SEC#	801-57773
Assets Managed by Firm	$303,200,264
No. of Clients	173
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	173	$303,200,264
Individuals (other than high net worth individuals)	26	$10,572,396
High net worth individuals	49	$229,042,565
Charitable organizations	5	$49,137,326
Corporations or other businesses	Fewer than 5 clients	$8,792,234

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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