Burney

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1800 Alexander Bell Dr Ste 510, Reston, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Burney

Founded in 1974, Burney Company is a fiduciary investment advisory firm that offers a range of financial services tailored for individuals, families, and institutions. Their services include investment management, comprehensive wealth management, proactive tax planning, and outsourced Chief Investment Officer services. The firm aims to empower clients to make informed investment decisions through customized strategies and expert guidance. With a focus on enhancing investor outcomes, Burney Company serves a diverse clientele, including families seeking wealth management and firms looking for investment advisory support.Explore more
Burney's Social MediaPopular SearchesBurney CoThe Burney CoBurney Investment ManagementBurney+ CoSIC Code 62,628NAICS Code 52,523Show more

Burney Org Chart

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Vice President, Investments

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Director, Tax

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Burney

<$5M
11-50
Private
-
1974
MD
Mike DaleyVice President, Investments
$13.5M
11-50
Private
-
2000
CD
Carl DemartiniVice President, Investment Advisory
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Burney is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Burney is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Burney.

Burney Tech Stack

A closer look at the technologies used by Burney

Burney News & Media

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Frequently Asked Questions Regarding Burney

What is Burney's official website?
Burney's official website is www.burney.com
What is Burney's Revenue?
Burney's revenue is <$5 Million
What is Burney's SIC code?
Burney's SIC: 62,628
What is Burney's NAICS code?
Burney's NAICS: 52,523
How many employees does Burney have?
Burney has 11-50 employees
What industry does Burney belong to?
Burney is in the industry of: Finance, Securities Trading
What is Burney competition?
Burney top competitors include: Journey Capital Advisers, Tribeca Financial, Montecito Capital Management Group, Evanson Asset Management
What technology does Burney use?
Some of the popular technologies that Burney uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
What does Burney do?

Founded in 1974, Burney Company is a fiduciary investment advisory firm that offers a range of financial services tailored for individuals, families, and institutions. Their services include investment management, comprehensive wealth management, proactive tax planning, and outsourced Chief Investment Officer services. The firm aims to empower clie... nts to make informed investment decisions through customized strategies and expert guidance. With a focus on enhancing investor outcomes, Burney Company serves a diverse clientele, including families seeking wealth management and firms looking for investment advisory support.Read More

What are Burney social media links?
Burney Linkedin page Burney Facebook page
Is Burney a public company?
Burney is private company therefore does not currently have an official ticker symbol
See more information about Burney

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