About John F. Burns of EXENCIAL WEALTH
John F. Burns is Co-Owner/Co-Ceo at Exencial Wealth Advisors Llc and has been affiliated with Exencial Wealth Advisors Llc since January-2003.
Exencial Wealth Advisors Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 36 employees, of which 14 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 171% of the manager's regulatory AUM.
For more on Exencial Wealth Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Exencial Wealth Advisors Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 36 employees, of which 14 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 171% of the manager's regulatory AUM.
For more on Exencial Wealth Advisors Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
EXENCIAL WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.5%/yr
Co-workers of John F. Burns at EXENCIAL WEALTH
Name | Title | In Position Since |
---|
Joy L. Parduhn | Chief Compliance Officer / Chief Operations Officer | February-2008 |
Jerry P. Georgopoulos | Co-Owner/Co-Ceo | September-2011 |
Fundamental & Technical Factor Exposure
John F. Burns Office Address
9108 N. KELLEY AVENUE
OKLAHOMA CITY, Oklahoma
UNITED STATES, 73131
OKLAHOMA CITY, Oklahoma
UNITED STATES, 73131
John F. Burns Contact Information
Phone Number: 405-478-1971
Fax Number: 405-478-1317
Website: https://www.exencialwealth.com
Fax Number: 405-478-1317
Website: https://www.exencialwealth.com
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