James J. Burns & Company, LLC
James J. Burns & Company, LLC is an SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. Founded by James J. Burns, an experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, the firm provides comprehensive wealth management services, including financial planning and portfolio management, primarily for high-net-worth families, individuals, small businesses, and endowments. The firm was established in 2003 and employs a team of around 7 to 15 financial advisors, serving over 2,000 clients. Its approach is client-focused, developing personalized, sustainable wealth strategies, and advising clients across the United States.
Investment Strategy
The firm builds comprehensive, customized wealth management plans for individuals, families, small businesses, and endowments, focusing on long-term financial planning and portfolio management. They offer a holistic approach, integrating all aspects of a client's financial life into a unified strategy. JJ Burns & Company emphasizes sustainable and customized asset allocation, risk management, and retirement planning, leveraging experience across institutions and families to deliver tailored solutions with a corporate-caliber standard. Their investment philosophy center around a disciplined, diversified, and client-specific planning process.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 23.40% | $157.0M | 509,938 | $201.60 | $307.86 | +$9.0M |
V VXF | VANGUARD INDEX FDS | 6.15% | $41.3M | 197,051 | $145.23 | $209.34 | +$3.5M |
V VXUS | VANGUARD STAR FDS | 6.06% | $40.7M | 553,423 | $54.59 | $73.46 | +$2.5M |
S SPY | SPDR S&P 500 ETF TR | 4.89% | $32.8M | 49,228 | $581.87 | $666.18 | +$6.5M |
A AAPL | APPLE INC | 4.37% | $29.3M | 115,153 | $208.54 | $254.63 | +$5.5M |