Donald W. Bourne

BOURNE LENT ASSET MANAGAMENT

Pawling, NY 12564

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CRD#: 4368990

Professional summary

Donald Winthrop Bourne JR, who also goes by Donald Winthrop Bourne, is a registered financial advisor currently at BOURNE LENT ASSET MANAGAMENT, INC. located in Pawling, New York.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Donald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald Winthrop Bourne

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Winthrop Bourne JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 21, 2021 - Present

BOURNE LENT ASSET MANAGAMENT, INC.

Office #1: 12 E. Main Street, Pawling, NY 12564

RIA

CRD#: 111114

Pawling, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOURNE LENT ASSET MANAGAMENT, INC.

BOURNE LENT ASSET MANAGAMENT, INC. | BOURNE STENSTROM LENT ASSET MANAGEMENT, INC. | BOURNE STENSTROM CAPITAL MANAGEMENT INC | BOURNE LENT ASSET MANAGEMENT, INC.

CRD#: 111114 / SEC#: 801-57773

RIA

Registered Investment Advisory firm - (7/1/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BOURNE LENT ASSET MANAGAMENT, INC.

BOURNE LENT ASSET MANAGAMENT, INC. | BOURNE STENSTROM LENT ASSET MANAGEMENT, INC. | BOURNE STENSTROM CAPITAL MANAGEMENT INC | BOURNE LENT ASSET MANAGEMENT, INC.

CRD#: 111114 / SEC#: 801-57773

RIA

Registered Investment Advisory firm - (7/1/2000 Approved)

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Contact information

Main Address

12 E. Main Street, Pawling, NY 12564

Mailing Address

Po Box 340, Pawling, NY 12564

Phone number

(845) 855-1590

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2021 BOURNE LENT (2/5/2025)

Regulatory assets under management

Total Number of Accounts	173
AUM (Assets Under Management)	$ 303,200,264

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald W. Bourne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Winthrop Bourne JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOURNE LENT ASSET MANAGAMENT, INC.

Primary Firm SEC Registration

BOURNE LENT ASSET MANAGAMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

BOURNE LENT ASSET MANAGAMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOURNE LENT ASSET MANAGAMENT, INC.

TRUST BUT VERIFY

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