Burr Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323114
- Registered since
- September 29, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.29%
- Individuals26.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Burr Financial Services, LLC is an independent, owner-operated RIA structured as an LLC that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm is registered with the SEC (registered in 2022) and bills clients on a percentage-of-assets-under-management basis. Burr identifies itself as not serving as a capital allocator and does not describe itself as an active ESG investor; its advisory scope focuses on traditional planning and portfolio management rather than institutional pension consulting or multi-adviser platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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