Burr Financial Services, LLC

Overview

Burr Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm is individually owned and serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model is a percentage-of-assets-under-management fee structure. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and does not provide pension consulting or related-adviser services. Industry affiliations listed in the record include relationships with accountants and an insurance company.

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Public Holdings

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Location & Offices