Bourne Stenstrom Capital Management Inc (Pawling)

Bourne Stenstrom Capital Management Inc is a large advisory firm based in Pawling. It manages $203.06 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 3 other states.

Bourne Stenstrom Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bourne Stenstrom Capital Management: assets under management

The assets under management (AUM) of Bourne Stenstrom Capital Management Inc is $203.06 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202.16 million in discretionary accounts and $895.5 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $895.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bourne Stenstrom Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bourne Stenstrom Capital Management Inc

Donald Winthrop Bourne has been acting as President since 1 Apr 1983. Clare Marie Stenstrom joined the executive team most recently as the Chief Executive Officer, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Winthrop Bourne	Chairman	1 Apr 1983	Other	4369007
Clare Marie Stenstrom	Chief executive officer, treasurer	1 Jul 2000	25% - 50%	435202

Based in Pawling

The principal office where Bourne Stenstrom Capital Management Inc performs its advisory services is located at 4 Charles Colman Blvd., Pawling, NY 12564 The mailing address of the firm is Po Box 340, Pawling, NY 12564. An additional office of the firm is in Yarmouth, ME. It doesn’t run an office outside of the United States.