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BURNS FINANCIAL ADVISORS, INC.
CRD 111826 · SEC 801-57235
5005 ROCKSIDE ROAD SUITE 600, INDEPENDENCE, OH, 44131, United States
Phone
1-216-573-3737
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps; 107 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2025-01-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $9.0M |
Official SEC filing: View on IAPD