BURRUS

2455 E Parley'S Way
Suite 115
Salt Lake City, Utah 84109
Tel: 801-532-0505

About BURRUS

BURRUS, formally registered with the SEC as BURRUS. The firm was established in 02/13/2015. They have over 1 offices throughout the country.

BURRUS is a Salt Lake City, Utah based Financial Planning firm with nearly $228,366,950 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141435
SEC#	801-80922
Assets Managed by Firm	$228,366,950
No. of Clients	375
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	375	$228,366,950
Individuals (other than high net worth individuals)	221	$59,625,675
High net worth individuals	154	$168,741,275

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