Burr Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323114
- Registered since
- September 29, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.29%
- Individuals26.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Burr Financial Services, LLC is an independent registered investment adviser focused on serving individual and family clients, as well as small-business owners. The firm operates on a percentage-of-AUM fee model and concentrates on discretionary portfolio management combined with financial planning. Since its SEC registration in 2022, Burr Financial Services, LLC has shown a clear preference for publicly traded equities and exchange-traded instruments as the primary vehicle for client portfolios, while using third-party managers for select alternative exposures. The firm does not market itself as an ESG investor and is organized under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
3 of 3Brent Burr
OwnerCRD 2358166
Michael Killeen
Investment Advisor RepresentativeCRD 2048680
Ryan Wood
Investment Advisor RepresentativeCRD 7333458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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