CRD: 293013
Burne Financial Concepts, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-2018
- Office Locations
- 1
Office Locations
About Burne Financial Concepts, LLC
Burne Financial Concepts (Byrne Financial Freedom) is a Connecticut-based advisory focused on holistic financial planning and asset allocation. The firm helps individuals and families with retirement, education, tax, estate, and insurance planning, with dedicated offerings for women navigating life transitions (Empower HER), young investors, and business owners. Client portfolios are primarily ETF-based and custodied with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHANIEL FIELDS BURNE
Chief Compliance Officer, PRINCIPAL
- CRD
- #2400125
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,700,000 | $276,642 |
| Non-Discretionary | $0 | -- |
| Total | $113,700,000 | $276,642 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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