James J. Burns & Company, LLC
● SEC registered since 2006CRD 140452SEC# 801-66736Melville, NY
Reg. AUM
$1.25B
Employees
17
Accounts
2,530
Location
Melville, NY
James J. Burns & Company, LLC assets under management
James J. Burns & Company, LLC is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2006. It reports $1.3 billion in regulatory assets under management and employs 17 people.
James J. Burns & Company, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Kohler | Director Of Financial Planning | Under 5% | 2023 |
| Anthony Lagiglia Control | Managing Director | Under 5% | 1998 |
| James Joseph Burns Control | President/Ceo | Over 75% | 2006 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does James J. Burns & Company, LLC manage?
James J. Burns & Company, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does James J. Burns & Company, LLC have?
James J. Burns & Company, LLC reports 17 employees.
Where is James J. Burns & Company, LLC located?
James J. Burns & Company, LLC is based in Melville, NY and has been SEC-registered since 2006.
Does James J. Burns & Company, LLC disclose fund performance?
James J. Burns & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 Broadhollow Road, Suite 410, Melville, NY 11747 |
| Phone | 631-390-0500 |
| Fax | 631-420-4757 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1949059 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25B