Burns Matterson Capital Management, LLC (Corning)

Name: Burns Matterson Capital Management, LLC
Address: 42 E. Market St., Corning, NY, 14830
Telephone: 607-937-9282

Burns Matterson Capital Management, LLC is a large advisory firm based in Corning. It manages $29.98 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New York and Pennsylvania.

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

Burns Matterson Capital Management: assets under management

The assets under management (AUM) of Burns Matterson Capital Management, LLC is $29.98 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $29.73 million in discretionary accounts and $253.43 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burns Matterson Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Burns Matterson Capital Management, LLC

William Barnum Burns has been acting as President since 1 Dec 2000. Steven David Matteson joined the executive team most recently as the Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Barnum Burns	President	1 Dec 2000	75% - 100%	2269169
Steven David Matteson	Coo	1 Dec 2000	25% - 50%	2628492

Based in Corning

The principal office where Burns Matterson Capital Management, LLC performs its advisory services is located at 42 E. Market St., Corning, NY 14830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-937-9282 or by fax 607-937-9280. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.burnsmatteson.com.