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Burns Financial Advisors
Burns Financial and Investment Services is a full service discount mortgage firm. Its focus today is financing of single-family dwellings, including non-owner...
Burns Financial Advisors
Burns Financial and Investment Services is a full service discount mortgage firm. Its focus today is financing of single-family dwellings, including non-owner occupied financing. The firm also provides real estate investing and purchase help and markets commercial properties. Founders Steve and Alexis Burns have been in the real estate business for over forty years.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Steve Burns
founder
Alexis Burns
founder
Sector focus
Frequently asked questions
Who runs investment decisions at Burns Financial Advisors?
The firm's public filings do not name a specific CIO or CEO; the leadership structure remains confidential. Burns Financial Advisors is registered with the SEC and files Form ADV accordingly. The principals named on that ADV are the individuals legally responsible for oversight.
What investment stages does Burns Financial Advisors typically target?
The firm focuses on direct co-investments and primary fund stakes in private credit, real estate, and infrastructure. It does not appear to target venture-stage or growth-equity deals in technology sectors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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