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Michael Patrick Killeen

BURR FINANCIAL SERVICES, LLC·PLEASANT HILL, California
Unclaimed Profile
367 CIVIC DRIVE, PLEASANT HILL, CA 94523CRD# 2048680Firm CRD# 323114
01

About

Michael Patrick Killeen is a registered financial advisor based in PLEASANT HILL, California, affiliated with BURR FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BURR FINANCIAL SERVICES, LLC
BURR FINANCIAL SERVICES, LLC
AUM
$118M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BURR FINANCIAL SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2048680
Firm CRD# 323114
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Patrick Killeen offer?
Michael Patrick Killeen specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANT HILL, California for a consultation.
What are Michael Patrick Killeen's credentials?
Michael Patrick Killeen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick Killeen located?
Michael Patrick Killeen is based in PLEASANT HILL, California, working with BURR FINANCIAL SERVICES, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.
How does Michael Patrick Killeen charge for services?
Michael Patrick Killeen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURR FINANCIAL SERVICES, LLC?
BURR FINANCIAL SERVICES, LLC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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