Burne Financial Concepts, LLC
● SEC registered since 2025CRD 293013SEC# 801-132246Watertown, CT
Reg. AUM
$113.7M
Employees
1
Accounts
411
Location
Watertown, CT
Burne Financial Concepts, LLC assets under management
Burne Financial Concepts, LLC is an investment advisory firm registered with the SEC based in Watertown, CT. The firm has been registered since 2025. It reports $113.7 million in regulatory assets under management and employs 1 people.
Burne Financial Concepts, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathaniel Fields Burne Control | Principal & Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Burne Financial Concepts, LLC manage?
Burne Financial Concepts, LLC reports $113.7 million in regulatory assets under management on its Form ADV.
How many employees does Burne Financial Concepts, LLC have?
Burne Financial Concepts, LLC reports 1 employees.
Where is Burne Financial Concepts, LLC located?
Burne Financial Concepts, LLC is based in Watertown, CT and has been SEC-registered since 2025.
Does Burne Financial Concepts, LLC disclose fund performance?
Burne Financial Concepts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Depot Street, Suite 105 B, Watertown, CT 06795 |
| Phone | (860) 417-2518 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.7M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$113.7Mregulatory AUM
Discretionary $113.7M