Bourne Lent Asset Managament, Inc.

Bourne Lent Asset Managament, Inc.

Pawling, New York

BOURNE LENT ASSET MANAGEMENT, INC. is a small investment advisory firm located in Pawling, NY. With a total of 4 employees, including 2 experienced investment advisors, the firm provides comprehensive investment advisory services to its clients. The average assets under management per investment advisor amount to approximately $71,060,000, reflecting the firm's ability to handle significant portfolios. As an industry-average performer, Bourne Lent Asset Management, Inc. manages over $256,373,000 in assets for more than 30 individual clients. The majority of these assets belong to high net worth individuals who entrust the firm wi...see more

Assets Under Mgmt

$256.37M

Investment Professionals

2

Locations

1

% 401K & Individual

4%

% Discretionary

99%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Bourne Lent Asset Managament, Inc.

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