Burns J W & Co Inc
● SEC registered since 1977CRD 107835SEC# 801-13068Dewitt, NY
Reg. AUM
$1.03B
Employees
8
Accounts
1,323
Location
Dewitt, NY
Burns J W & Co Inc assets under management
Burns J W & Co Inc is a registered investment adviser overseen by the SEC based in Dewitt, NY. The firm has been registered since 1977. It reports $1 billion in regulatory assets under management and employs 8 people.
Burns J W & Co Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Derrenbacker Control | Corporate Secretary | 10-25% | 2023 |
| James C Burns Control | Owner/President/Ceo/Director/Chief Compliance Officer | Over 75% | 2012 |
| Peter N Bunitsky Control | Treasurer/Director | Under 5% | 1990 |
Frequently asked questions
How much does Burns J W & Co Inc manage?
Burns J W & Co Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Burns J W & Co Inc have?
Burns J W & Co Inc reports 8 employees.
Where is Burns J W & Co Inc located?
Burns J W & Co Inc is based in Dewitt, NY and has been SEC-registered since 1977.
Does Burns J W & Co Inc disclose fund performance?
Burns J W & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5789 Widewaters Parkway, Dewitt, NY 13214 |
| Phone | 315-449-1341 |
| Fax | 315-449-1349 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1047339 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $991.9MNon-discretionary $35M