BURNE FINANCIAL CONCEPTS, LLC

BURNE FINANCIAL CONCEPTS, LLC of WATERTOWN, CT is an SEC-registered investment adviser (CRD 293013). Regulatory assets under management: $113.7M.

Registration

• CRD: 293013
• SEC file number: 801-132246
• Type: Registered investment adviser
• Location: 51 DEPOT STREET, SUITE 105 B, WATERTOWN, CT, 06795
• Phone: (860) 417-2518
• Latest filing: 2026-01-27
• Regulatory AUM: $113.7M
• Discretionary AUM: $113.7M
• Clients: 1
• Accounts: 411

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293013 on SEC IAPD (source of record)
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