BURNS J W & CO INC
Legal name: J.W.BURNS & COMPANY, INC.
CRD #107835 SEC #801-13068 DEWITT, NY 315-449-1341
SEC Registered
Total AUM
$904M
Discretionary
$871.8M
Employees
8
Clients
26
Accounts
611
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $904M | $871.8M | $32.2M | 8 | 0 |
| Feb 2025 | $904M | $871.8M | $32.2M | 8 | 0 |
| Oct 2024 | $801.9M | $773.9M | $28M | 8 | 0 |
| Mar 2024 | $801.9M | $773.9M | $28M | 8 | 0 |
| Mar 2024 | $801.9M | $773.9M | $28M | 8 | 0 |
| Nov 2023 | $701.2M | $676.4M | $24.8M | 9 | 0 |
| Oct 2023 | $701.2M | $676.4M | $24.8M | 9 | 0 |
| Feb 2023 | $701.2M | $676.4M | $24.8M | 9 | 0 |
| Feb 2023 | $701.2M | $676.4M | $24.8M | 9 | 0 |
| Feb 2023 | $701.2M | $676.4M | $24.8M | 9 | 0 |
| Nov 2022 | $829.8M | $801.7M | $28M | 9 | 0 |
| Feb 2022 | $829.8M | $801.7M | $28M | 9 | 0 |
| Jan 2022 | $829.8M | $801.7M | $28M | 9 | 0 |
| Oct 2021 | $734.1M | $709.6M | $24.6M | 10 | 0 |
| Apr 2021 | $734.1M | $709.6M | $24.6M | 10 | 0 |
| Mar 2021 | $679.2M | $656.1M | $23.1M | 10 | 0 |
| Jan 2021 | $679.2M | $656.1M | $23.1M | 10 | 0 |
| May 2020 | $560.4M | $541.1M | $19.3M | 10 | 0 |
| Feb 2020 | $560.4M | $541.1M | $19.3M | 10 | 0 |
| Dec 2019 | $560.4M | $541.1M | $19.3M | 10 | 0 |
| Jan 2019 | $501.3M | $483.4M | $17.9M | 10 | 1,053 |
| Dec 2018 | $501.3M | $483.4M | $17.9M | 10 | 1,053 |
| Oct 2018 | $522.6M | $504.2M | $18.4M | 8 | 1,043 |
| Feb 2018 | $522.6M | $504.2M | $18.4M | 8 | 1,043 |
| Dec 2017 | $487.9M | $471.2M | $16.8M | 8 | 1,042 |
| Apr 2017 | $461.5M | $445.8M | $15.7M | 8 | 500 |
| Jan 2017 | $421M | $406.9M | $14.1M | 8 | 500 |
| Nov 2016 | $421M | $406.9M | $14.1M | 8 | 500 |
| Nov 2015 | $411.8M | $397.7M | $14.1M | 8 | 500 |
| May 2015 | $419.1M | $405M | $14.1M | 8 | 500 |
| Dec 2014 | $404.3M | $390.7M | $13.7M | 8 | 500 |
| Aug 2014 | $358.9M | $340M | $18.9M | 8 | 500 |
| Jun 2014 | $358.9M | $340M | $18.9M | 8 | 500 |
| Dec 2013 | $358.9M | $340M | $18.9M | 8 | 500 |
| Dec 2012 | $299M | $283.3M | $15.7M | 8 | 500 |
| Feb 2012 | $268M | $253.9M | $14.1M | 6 | 500 |
| Dec 2011 | $268M | $253.9M | $14.1M | 6 | 500 |
| Mar 2011 | $254.7M | $249.4M | $5.3M | 10 | -- |
| Dec 2010 | $254.7M | $249.4M | $5.3M | 10 | -- |
| Jul 2010 | $255.4M | $249.5M | $5.9M | 10 | -- |
| Jan 2008 | $313.8M | $298.8M | $15.1M | 10 | -- |
| Jan 2008 | $313.8M | $298.8M | $15.1M | 10 | -- |
| Jan 2008 | $313.8M | $298.8M | $15.1M | 10 | -- |
| Dec 2007 | $313.8M | $298.8M | $15.1M | 10 | -- |
| Jan 2007 | $243.7M | $241.7M | $2M | 10 | -- |
| Nov 2006 | $243.7M | $241.7M | $2M | 10 | -- |
| Nov 2005 | $276.1M | $274.2M | $1.8M | 10 | -- |
| Oct 2005 | $274.6M | $272.9M | $1.7M | 10 | -- |
| Sep 2005 | $274.6M | $272.9M | $1.7M | 10 | -- |
| Feb 2005 | $274.6M | $272.9M | $1.7M | 10 | -- |
| Jan 2005 | $274.6M | $272.9M | $1.7M | 10 | -- |
| Dec 2003 | $244.2M | $242.6M | $1.6M | 10 | -- |
| Nov 2003 | $227.2M | $226.6M | $593K | 10 | -- |
| Oct 2003 | $227.2M | $226.6M | $593K | 10 | -- |
DateFeb 2025
Total AUM$904M
Discretionary$871.8M
Non-Disc.$32.2M
Employees8
Clients0
DateFeb 2025
Total AUM$904M
Discretionary$871.8M
Non-Disc.$32.2M
Employees8
Clients0
DateOct 2024
Total AUM$801.9M
Discretionary$773.9M
Non-Disc.$28M
Employees8
Clients0
DateMar 2024
Total AUM$801.9M
Discretionary$773.9M
Non-Disc.$28M
Employees8
Clients0
DateMar 2024
Total AUM$801.9M
Discretionary$773.9M
Non-Disc.$28M
Employees8
Clients0
DateNov 2023
Total AUM$701.2M
Discretionary$676.4M
Non-Disc.$24.8M
Employees9
Clients0
DateOct 2023
Total AUM$701.2M
Discretionary$676.4M
Non-Disc.$24.8M
Employees9
Clients0
DateFeb 2023
Total AUM$701.2M
Discretionary$676.4M
Non-Disc.$24.8M
Employees9
Clients0
DateFeb 2023
Total AUM$701.2M
Discretionary$676.4M
Non-Disc.$24.8M
Employees9
Clients0
DateFeb 2023
Total AUM$701.2M
Discretionary$676.4M
Non-Disc.$24.8M
Employees9
Clients0
DateNov 2022
Total AUM$829.8M
Discretionary$801.7M
Non-Disc.$28M
Employees9
Clients0
DateFeb 2022
Total AUM$829.8M
Discretionary$801.7M
Non-Disc.$28M
Employees9
Clients0
DateJan 2022
Total AUM$829.8M
Discretionary$801.7M
Non-Disc.$28M
Employees9
Clients0
DateOct 2021
Total AUM$734.1M
Discretionary$709.6M
Non-Disc.$24.6M
Employees10
Clients0
DateApr 2021
Total AUM$734.1M
Discretionary$709.6M
Non-Disc.$24.6M
Employees10
Clients0
DateMar 2021
Total AUM$679.2M
Discretionary$656.1M
Non-Disc.$23.1M
Employees10
Clients0
DateJan 2021
Total AUM$679.2M
Discretionary$656.1M
Non-Disc.$23.1M
Employees10
Clients0
DateMay 2020
Total AUM$560.4M
Discretionary$541.1M
Non-Disc.$19.3M
Employees10
Clients0
DateFeb 2020
Total AUM$560.4M
Discretionary$541.1M
Non-Disc.$19.3M
Employees10
Clients0
DateDec 2019
Total AUM$560.4M
Discretionary$541.1M
Non-Disc.$19.3M
Employees10
Clients0
DateJan 2019
Total AUM$501.3M
Discretionary$483.4M
Non-Disc.$17.9M
Employees10
Clients1,053
DateDec 2018
Total AUM$501.3M
Discretionary$483.4M
Non-Disc.$17.9M
Employees10
Clients1,053
DateOct 2018
Total AUM$522.6M
Discretionary$504.2M
Non-Disc.$18.4M
Employees8
Clients1,043
DateFeb 2018
Total AUM$522.6M
Discretionary$504.2M
Non-Disc.$18.4M
Employees8
Clients1,043
DateDec 2017
Total AUM$487.9M
Discretionary$471.2M
Non-Disc.$16.8M
Employees8
Clients1,042
DateApr 2017
Total AUM$461.5M
Discretionary$445.8M
Non-Disc.$15.7M
Employees8
Clients500
DateJan 2017
Total AUM$421M
Discretionary$406.9M
Non-Disc.$14.1M
Employees8
Clients500
DateNov 2016
Total AUM$421M
Discretionary$406.9M
Non-Disc.$14.1M
Employees8
Clients500
DateNov 2015
Total AUM$411.8M
Discretionary$397.7M
Non-Disc.$14.1M
Employees8
Clients500
DateMay 2015
Total AUM$419.1M
Discretionary$405M
Non-Disc.$14.1M
Employees8
Clients500
DateDec 2014
Total AUM$404.3M
Discretionary$390.7M
Non-Disc.$13.7M
Employees8
Clients500
DateAug 2014
Total AUM$358.9M
Discretionary$340M
Non-Disc.$18.9M
Employees8
Clients500
DateJun 2014
Total AUM$358.9M
Discretionary$340M
Non-Disc.$18.9M
Employees8
Clients500
DateDec 2013
Total AUM$358.9M
Discretionary$340M
Non-Disc.$18.9M
Employees8
Clients500
DateDec 2012
Total AUM$299M
Discretionary$283.3M
Non-Disc.$15.7M
Employees8
Clients500
DateFeb 2012
Total AUM$268M
Discretionary$253.9M
Non-Disc.$14.1M
Employees6
Clients500
DateDec 2011
Total AUM$268M
Discretionary$253.9M
Non-Disc.$14.1M
Employees6
Clients500
DateMar 2011
Total AUM$254.7M
Discretionary$249.4M
Non-Disc.$5.3M
Employees10
Clients--
DateDec 2010
Total AUM$254.7M
Discretionary$249.4M
Non-Disc.$5.3M
Employees10
Clients--
DateJul 2010
Total AUM$255.4M
Discretionary$249.5M
Non-Disc.$5.9M
Employees10
Clients--
DateJan 2008
Total AUM$313.8M
Discretionary$298.8M
Non-Disc.$15.1M
Employees10
Clients--
DateJan 2008
Total AUM$313.8M
Discretionary$298.8M
Non-Disc.$15.1M
Employees10
Clients--
DateJan 2008
Total AUM$313.8M
Discretionary$298.8M
Non-Disc.$15.1M
Employees10
Clients--
DateDec 2007
Total AUM$313.8M
Discretionary$298.8M
Non-Disc.$15.1M
Employees10
Clients--
DateJan 2007
Total AUM$243.7M
Discretionary$241.7M
Non-Disc.$2M
Employees10
Clients--
DateNov 2006
Total AUM$243.7M
Discretionary$241.7M
Non-Disc.$2M
Employees10
Clients--
DateNov 2005
Total AUM$276.1M
Discretionary$274.2M
Non-Disc.$1.8M
Employees10
Clients--
DateOct 2005
Total AUM$274.6M
Discretionary$272.9M
Non-Disc.$1.7M
Employees10
Clients--
DateSep 2005
Total AUM$274.6M
Discretionary$272.9M
Non-Disc.$1.7M
Employees10
Clients--
DateFeb 2005
Total AUM$274.6M
Discretionary$272.9M
Non-Disc.$1.7M
Employees10
Clients--
DateJan 2005
Total AUM$274.6M
Discretionary$272.9M
Non-Disc.$1.7M
Employees10
Clients--
DateDec 2003
Total AUM$244.2M
Discretionary$242.6M
Non-Disc.$1.6M
Employees10
Clients--
DateNov 2003
Total AUM$227.2M
Discretionary$226.6M
Non-Disc.$593K
Employees10
Clients--
DateOct 2003
Total AUM$227.2M
Discretionary$226.6M
Non-Disc.$593K
Employees10
Clients--