1800 Alexander Bell Drive
Suite 510
Reston, Virginia 20191
Tel: 703-531-0405
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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