Kearney-burch Financial Services, Inc.

Kearney-burch Financial Services, Inc. (CRD# 135156) is a financial advisory firm headquartered in San Ramon, CA. They manage $32,885,425 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $498,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Kearney-burch Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Burch
CRD#: 1045257
One Annabel Lane, Suite 213, San Ramon, CA 94583
83
Wealthminder
score

Robert Burch (CRD# 1045257) is an Investment Advisor Representative working at Kearney-burch Financial Services, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.

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