


J.W. Burns & Company
Investment Management • East Syracuse, New York, United States • 1-10 Employees
Company overview
| Headquarters | Glacier Creek Office Park, 6711 Towpath Road, Suite 200, East Syracuse, NY 13057, US |
| Phone number | +13154491341 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Investment Management, Asset Allocation / International Investing, Equity Income / Fixed Income Solutions |
| Founded | 1974 |
| Employees | 1-10 |
| Socials |
Key Contact at J.W. Burns & Company
Kellie Wheeler
Director Of Operations
J.W. Burns & Company Email Formats
J.W. Burns & Company uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@jwburns.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jwburns.com | 100% |
About J.W. Burns & Company
Wealth management solutions for the intelligent investor, both individual and institutional. We are a highly competent, tough minded, independent investment counseling firm specializing in separately managed portfolios. Your portfolio will be personally managed by the firm’s investment team, who stake their personal reputations upon the quality of service we provide and results achieved. We have a disciplined and easily understood investment philosophy. Finally, we are based in Syracuse, New York, away from the Wall Street crowd. We can think independently and critically, undistracted by the gossip that engulfs “The Street”. This is J.W. Burns & Company Investment Counsel – A total commitment to the financial well-being of our clients
J.W. Burns & Company revenue & valuation
| Annual revenue | $13,000,000 |
| Revenue per employee | $1,849,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $41,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
J.W. Burns & Company has never raised funding before.
J.W. Burns & Company Tech Stack
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Frequently asked questions
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