Burrus
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 141435
- Registered since
- February 13, 2015
- Website
- www.burrus.biz
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.13%
- Individuals43.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Burrus is an independent, corporation-structured registered investment advisor that has been SEC-registered since 2015 and is owned by an individual. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Burrus does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. The firm received recognition from FA Magazine in 2020 as a Top RIA Firms awardee. Advisory activity is concentrated on traditional wealth-management services rather than institutional consulting or multi-family office offerings.
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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
Owners & executives
1 of 1Ammon Winsor
Chief Compliance OfficerCRD 4755631
Contacts
2 of 2Daniel Hannon
Investment AdvisorCRD 6170720
Jeff Bland
Founder & Managing DirectorCRD 4365908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$228M in ETFs
87%
$199M
13%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $79.7M | 1,085,432 | 34.91% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 2455 E Parleys Way
- Time zone
- MT (UTC-7)
- Office locations
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