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Edward Elliott Burns, Jr (Kittery Point)


Edward Elliott Burns, Jr is an adviser based in Kittery Point. It manages $17.4 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maine.




Edward Elliott Burns, Jr provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Edward Elliott Burns, Jr: assets under management

The assets under management (AUM) of Edward Elliott Burns, Jr is $17.4 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.6 million in discretionary accounts and $13.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $986.23 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edward Elliott Burns, Jr 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.

Based in Kittery Point

The principal office where Edward Elliott Burns, Jr performs its advisory services is located at 46 Pocahontas Road, Kittery Point, ME 03905 The mailing address of the firm is 965 Reef Road, Vero Beach, FL 32963 4303. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-439-1423 or by fax 207-439-5003. The normal business hours are 9am-5pm on Monday - Friday.


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