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BOURNE LENT ASSET MANAGAMENT, INC.
BOURNE LENT ASSET MANAGEMENT, INC.
CRD 111114 · SEC 801-57773
12 E. MAIN STREET, PAWLING, NY, 12564, United States
Phone
845-855-1590
Fax
845-855-1542
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.9M
Discretionary AUM
$341.6M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $8.0M |
| High net worth individuals | 52 | $265.9M |
| Charitable organizations | 5 | $63.5M |
States served
CA, ME, NE, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD