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Burns James Joseph (Melville)


Burns James Joseph is a large advisory firm based in Melville. It manages $75.03 million of regulatory assets for 622 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.




Burns James Joseph provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Burns James Joseph: assets under management

The assets under management (AUM) of Burns James Joseph is $75.03 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.24 million in discretionary accounts and $792.9 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burns James Joseph for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Melville

The principal office where Burns James Joseph performs its advisory services is located at 1895 Walt Whitman Rd, Melville, NY 11747, 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 (631)420-4242 or by fax (631)420-4243. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.


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