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BURR FINANCIAL SERVICES, LLC
367 Civic Drive
Suite 2
Pleasant Hill, California 94523
Tel: 925-676-6007
About BURR FINANCIAL SERVICES, LLC
BURR FINANCIAL SERVICES, LLC, formally registered with the SEC as BURR FINANCIAL SERVICES, LLC. The firm was established in 09/29/2022. They have over 1 offices throughout the country.
BURR FINANCIAL SERVICES, LLC is a Pleasant Hill, California based Financial Planning firm with nearly $155,380,627 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323114 |
| SEC# | 801-126646 |
| Assets Managed by Firm | $155,380,627 |
| No. of Clients | 347 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 347 | $155,380,627 |
| Individuals (other than high net worth individuals) | 118 | $53,390,675 |
| High net worth individuals | 50 | $101,989,952 |
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