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BURR FINANCIAL SERVICES, LLC
BURR FINANCIAL SERVICES, LLC
PLEASANT HILL, California
·
2 registered advisors
·
CRD# 323114
SEC# 801-126646
0
925-676-6007
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BURR FINANCIAL SERVICES, LLC
2 registered advisors
Brent Gaylon Burr
PLEASANT HILL, California
CRD# 2358166
Michael Patrick Killeen
PLEASANT HILL, California
CRD# 2048680
05
Office Locations
PLEASANT HILL, California
2 advisors
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Data sourced from SEC Form ADV filings. BURR FINANCIAL SERVICES, LLC (CRD# 323114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.