Burney Co is a large advisory firm based in Falls Church. It manages $503.61 million of regulatory assets for 2,353 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 29 other states.
Burney provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burney Co is $503.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Burney Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lowell Dorrance Pratt has been acting as President since 1 Jan 1999. Dennis Darin Puppel joined the executive team most recently as the Director.
The principal office where Burney Co performs its advisory services is located at 121 Rowell Court, Falls Church, VA 22046 The mailing address of the firm is 157 Indian Avenue, Portsmouth, RI 02871. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-241-5611 or by fax 703-531-0418. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at senourhunt@aol.com.