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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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|---|---|---|---|
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| $8,777,551,735 | 33539 | 17 | |
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