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 2 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, TX
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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