Burrus

Burrus (CRD# 141435) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $134,455,595 in 750 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $179,274
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CO, MT, NM, OK, TX, UT, WI

Financial Advisors at Burrus
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. Hannon
CRD#: 6170720
2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109
89
Wealthminder
score

Daniel Hannon (CRD# 6170720) is an Investment Advisor Representative working at Burrus in Salt Lake City, UT and has over 3 years of experience in the finance industry.

2
Stephen M. Estrada
CRD#: 6359196
2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109
88
Wealthminder
score

Stephen Estrada (CRD# 6359196) is an Investment Advisor Representative working at Burrus in Salt Lake City, UT and has over 2 years of experience in the finance industry.

3
Carina M. Medina-Perez
CRD#: 6542175
2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109
75
Wealthminder
score

Carina Medina-Perez (CRD# 6542175) is an Investment Advisor Representative working at Burrus in Salt Lake City, UT and has 1 year of experience in the finance industry.

4
Jeff B. Bland
CRD#: 4365908
2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109
73
Wealthminder
score

Jeff Bland (CRD# 4365908) is an Investment Advisor Representative working at Burrus in Salt Lake City, UT and has over 15 years of experience in the finance industry.

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