Burney

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

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

Website

www.burney.com

Revenue

<$5 Million

Industry

Finance Securities Trading

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 MediaSIC Code 62,628NAICS Code 52,523Show more

Burney Org Chart

PhoneEmail
MD
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Mike Daley

Vice President, Investments

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JB
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Jodi Bowman

Portfolio Manager

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JS
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Partner and Portfolio Manager

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AM
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Investment Analyst

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RP
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Investment Advisor

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DI
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Associate Wealth Advisor

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SC
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Senior Wealth Advisor

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BQ
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Wealth Advisor

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Compare Similar Companies to Burney

Compare insights from companies similar to Burney, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Burney

<$5M
11-50
Private
-
1974
MD
Mike DaleyVice President, Investments
RB Capital Management
$13.5M
11-50
Private
-
2000
RB
Robert BallanChief Investment Officer
Isthmus Partners
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
Montecito Capital Managem...
<$5M
1-10
Private
-
2003
N/A
Evanson Asset Management
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
Tribeca Financial
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
Journey Capital Advisers
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Burney Tech Stack

A closer look at the technologies used by Burney

Barracuda Networks

By

Barracuda Networks
Microsoft 365

By

Microsoft
Google Tag Manager

By

Google
Barracuda Email Security Gateway

By

Barracuda Networks
See more technologies

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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: Barracuda Networks, Microsoft 365, Google Tag Manager, Barracuda Email Security Gateway 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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