Tech stack
No one at Bourne Lent Asset Managament, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $168M held · filed Oct 2024
Raymond James
Per Form ADV · $121M held · filed Oct 2024