BURNE FINANCIAL CONCEPTS, LLC
CRD #293013 SEC #801-132246 WATERTOWN, CT (860) 417-2518
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
1
Clients
0
Accounts
382
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURNE, NATHANIEL, FIELDS | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (4)
CT FL LA TX
Address
51 DEPOT STREETSUITE 105 B
WATERTOWN, CT 06795
United States
Phone: (860) 417-2518