Burney Co (Falls Church)

Name: Burney Co
Address: 121 Rowell Court, Falls Church, VA, 22046
Telephone: 703-241-5611

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.

Burney: assets under management

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 firm manages $503.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.03 thousand each.

Fees & Commissions

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.

Careers at Burney Co

Lowell Dorrance Pratt has been acting as President since 1 Jan 1999. Dennis Darin Puppel joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Anika Burney	Secretary	1 Oct 1974	25% - 50%	4903176
John Crouse Burney	Chairman	1 Apr 1981	50% - 75%	xxx-xx-xxxx
Theodore Roy Rosenberg	Chief executive officer	1 Jan 1999	Other	1745857
Lowell Dorrance Pratt	President	1 Jan 1999	Other	2185935
Senour Hunt	Chief compliance officer	1 Jan 1999	Other	1754238
Richard Elmer Bauchspies	Director	1 Jan 1999	Other	1972231
Gilbert Russell Green	Director	1 Jan 1999	Other	2143848
Peter A Wentz	Director	1 Jan 1999	Other	4903775
Robert B Stewart	Director	1 Jan 1999	Other	4903782
Dennis Darin Puppel	Director	1 Jan 2006	Other	845331
Stewart William	Chief compliance officer	1 Jan 2006	Other	5104512
William Abbott Stewart	Chief compliance officer	1 Jan 2006	Other	5104512

Based in Falls Church

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.