Burr & Company, LLC

Burr & Company, LLC (CRD# 141975) is a financial advisory firm headquartered in Osterville, MA. They manage $47,599,664 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1112 Main Street, Suite 1, Osterville, MA 02655
http://www.burrandco.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $1,322,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Burr & Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Williams, financial advisor Osterville MA
John B. Williams
CRD#: 4885676
872 Main Street, Osterville, MA 02655

John Williams (CRD# 4885676) is an Investment Advisor Representative working at Burr & Company, LLC in Osterville, MA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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