BURNS FINANCIAL MANAGEMENT, INC.
CRD #130406 SEC #801-63135 NORTH PALM BEACH, FL 561-624-3210
SEC Registered Disclosures
Total AUM
$50.1M
Discretionary
$50.1M
Employees
1
Clients
26
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $50.1M | $50.1M | $0 | 1 | 26 |
| Apr 2011 | $52.6M | $52.6M | $0 | 5 | -- |
| Oct 2010 | $48.8M | $48.8M | $0 | 5 | -- |
| Feb 2010 | $48.8M | $48.8M | $0 | 5 | -- |
| May 2007 | $56.5M | $56.5M | $0 | 5 | -- |
| May 2007 | $56.5M | $56.5M | $0 | 5 | -- |
| Feb 2007 | $56.5M | $56.5M | $0 | 5 | -- |
| Mar 2006 | $48.2M | $48.2M | $0 | 5 | -- |
| Sep 2005 | $32.4M | $32.4M | $0 | 5 | -- |
| Jun 2004 | $25.3M | $0 | $25.3M | 5 | -- |
| May 2004 | $25.3M | $0 | $25.3M | 5 | -- |
DateFeb 2012
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2010
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$25.3M
Discretionary$0
Non-Disc.$25.3M
Employees5
Clients--
DateMay 2004
Total AUM$25.3M
Discretionary$0
Non-Disc.$25.3M
Employees5
Clients--