Burr Financial Services, LLC
Burr Financial Services, LLC (CRD# 323114) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $118,484,911 in 331 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Burr Financial Services, LLC
By the Numbers
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Total Assets Under Management118MILLION
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Total Number of Accounts331ACCOUNTS
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Average Account Value$357,960
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Burr Financial Services, LLC
1
Brent Burr (CRD# 2358166) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 30 years of experience in the finance industry.
2
Michael Killeen (CRD# 2048680) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 33 years of experience in the finance industry.
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