JAMES J. BURNS & COMPANY, LLC
Legal name: J.J. BURNS & COMPANY
CRD #140452 SEC #801-66736 MELVILLE, NY 631-390-0500
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
15
Clients
26
Accounts
2,064
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.1B | $1.1B | $0 | 15 | 24 |
| Aug 2024 | $885.3M | $885.3M | $0 | 15 | 26 |
| Jul 2024 | $885.3M | $885.3M | $0 | 15 | 26 |
| Mar 2024 | $885.3M | $885.3M | $0 | 6 | 26 |
| Aug 2023 | $700.3M | $700.3M | $0 | 11 | 7 |
| Mar 2023 | $700.3M | $700.3M | $0 | 11 | 7 |
| Mar 2022 | $725M | $725M | $0 | 10 | 3 |
| Nov 2021 | $574.6M | $574.6M | $0 | 10 | 3 |
| Mar 2021 | $574.6M | $574.6M | $0 | 10 | 3 |
| Jun 2020 | $471.3M | $471.3M | $0 | 9 | 4 |
| Jun 2020 | $471.3M | $471.3M | $0 | 9 | 4 |
| Mar 2020 | $471.3M | $471.3M | $0 | 9 | 4 |
| Oct 2019 | $360.2M | $360.2M | $0 | 9 | 10 |
| Mar 2019 | $360.2M | $360.2M | $0 | 9 | 10 |
| Mar 2019 | $360.2M | $360.2M | $0 | 9 | 10 |
| May 2018 | $295.8M | $295.8M | $0 | 7 | 2 |
| Mar 2018 | $295.8M | $295.8M | $0 | 7 | 2 |
| Oct 2017 | $226.8M | $226.8M | $0 | 6 | 11 |
| Mar 2017 | $226.8M | $226.8M | $0 | 6 | 200 |
| Mar 2016 | $184.2M | $184.2M | $0 | 6 | 200 |
| Mar 2015 | $190.3M | $190.3M | $0 | 6 | 200 |
| Mar 2015 | $190.3M | $190.3M | $0 | 6 | 200 |
| Mar 2014 | $158.9M | $158.9M | $0 | 6 | 200 |
| Dec 2013 | $140.7M | $140.7M | $0 | 6 | 200 |
| Jun 2013 | $140.7M | $140.7M | $0 | 6 | 200 |
| Apr 2013 | $140.7M | $140.7M | $0 | 6 | 200 |
| Mar 2013 | $140.7M | $140.7M | $0 | 6 | 200 |
| Feb 2013 | $140.7M | $140.7M | $0 | 6 | 200 |
| Jan 2013 | $122.5M | $122.5M | $0 | 6 | 200 |
| Jan 2013 | $122.5M | $122.5M | $0 | 6 | 200 |
| Mar 2012 | $122.5M | $122.5M | $0 | 1 | 200 |
| Feb 2011 | $116.2M | $116.2M | $0 | 5 | -- |
| Jan 2011 | $93.7M | $93.7M | $0 | 5 | -- |
| Jan 2011 | $93.7M | $93.7M | $0 | 5 | -- |
| Jan 2008 | $120.1M | $120.1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients24
DateAug 2024
Total AUM$885.3M
Discretionary$885.3M
Non-Disc.$0
Employees15
Clients26
DateJul 2024
Total AUM$885.3M
Discretionary$885.3M
Non-Disc.$0
Employees15
Clients26
DateMar 2024
Total AUM$885.3M
Discretionary$885.3M
Non-Disc.$0
Employees6
Clients26
DateAug 2023
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees11
Clients7
DateMar 2023
Total AUM$700.3M
Discretionary$700.3M
Non-Disc.$0
Employees11
Clients7
DateMar 2022
Total AUM$725M
Discretionary$725M
Non-Disc.$0
Employees10
Clients3
DateNov 2021
Total AUM$574.6M
Discretionary$574.6M
Non-Disc.$0
Employees10
Clients3
DateMar 2021
Total AUM$574.6M
Discretionary$574.6M
Non-Disc.$0
Employees10
Clients3
DateJun 2020
Total AUM$471.3M
Discretionary$471.3M
Non-Disc.$0
Employees9
Clients4
DateJun 2020
Total AUM$471.3M
Discretionary$471.3M
Non-Disc.$0
Employees9
Clients4
DateMar 2020
Total AUM$471.3M
Discretionary$471.3M
Non-Disc.$0
Employees9
Clients4
DateOct 2019
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees9
Clients10
DateMar 2019
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees9
Clients10
DateMar 2019
Total AUM$360.2M
Discretionary$360.2M
Non-Disc.$0
Employees9
Clients10
DateMay 2018
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees7
Clients2
DateMar 2018
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees7
Clients2
DateOct 2017
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2017
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$158.9M
Discretionary$158.9M
Non-Disc.$0
Employees6
Clients200
DateDec 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients200
DateJun 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients200
DateApr 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2013
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients200
DateJan 2013
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2011
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees5
Clients--