


JJ Burns & Company Revenue
Financial Services • Melville, New York, United States • 21-50 Employees
JJ Burns & Company revenue & valuation
| Annual revenue | $3,604,826 |
| Revenue per employee | $134,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,600,000 |
| Total funding | No funding |
Key Contacts at JJ Burns & Company
Jj Burns
President And Chief Executive Officer
Adam Kohler
Director Of Financial Planning
Company overview
| Headquarters | 225 Broadhollow Rd, Suite 410, Melville, New York 11747, US |
| Phone number | +16313900500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Asset Protection, Charitable Planning, Financial Planning, Estate Planning, Investment Management, Heritage Planning |
| Founded | 1994 |
| Employees | 21-50 |
| Socials |
JJ Burns & Company Email Formats
JJ Burns & Company uses 3 email formats. The most common is {first name} (e.g., john@jjburns.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@jjburns.com | 58.3% |
{first initial} | j@jjburns.com | 25% |
{first initial}{last name} | jdoe@jjburns.com | 16.7% |
About JJ Burns & Company
At JJ Burns & Company, we’re more than just wealth managers. We help you plan and build the life you want and make your dreams for the future a reality. Everything we do—from portfolio management and estate planning to tax strategies and asset protection—we do with an unwavering commitment to your vision. We believe that wealth management isn’t about the stocks in your portfolio or the balance in your bank account. It’s about living a rich life—a life where you’re able to spend time on the things that really matter to you and provide for the people you care about. As an independent, boutique firm, JJ Burns & Company provides a high level of service and individual attention that you won’t find at impersonal, corporate institutions. We partner with you to develop a comprehensive, customized roadmap that can take you from where you are today to where you want to go and adapt to the inevitable bumps along the way. We also work hand-in-hand with your attorney, accountant, and other professional advisors, so your entire team is in sync. What kind of life do you envision? No matter where you want to go, we can help you get there.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
JJ Burns & Company has 8 employees across 5 departments.
Departments
Number of employees
Funding Data
JJ Burns & Company has never raised funding before.
JJ Burns & Company Tech Stack
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Frequently asked questions
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