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| Burr Financial Services LLC
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|
|---|---|
| CRD # | 323114 |
| SEC # | 801-126646 |
| CIK # | 0001966297 |
| AUM | $155.4 M (2025-02-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-676-6007 |
| Address | 367 Civic Drive Pleasant Hill, CA 94523 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.7 | ||
| Facebook Inc | 11.3 | ||
| Amazon Com Inc | 10.1 | ||
| Palantir Technologies Inc | 10.0 | ||
| Broadcom Inc | 9.6 | ||
| Palo Alto Networks Inc | 8.8 | ||
| Uber Technologies Inc | 6.6 | ||
| Applied Materials Inc /DE | 5.2 | ||
| CrowdStrike Holdings Inc | 4.9 | ||
| Netflix Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 53.4 |
| (b) Individuals (high net worth individuals) | 50 | 102.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 155.4 |
| By Discretionary | ||
| Discretionary | 347 | 155.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 155.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.4 | |
| Total | 347 | 155.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966297] |
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|---|---|---|
|
Goverman Financial Solutions LLC
✚
|
MA | 0.2 |
|
Archer Pointe Wealth Management LLC
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|
CA | 0.2 |
|
AMG Asset Management Group Inc
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GA | 0.2 |
|
Financial Planning Concepts of America Inc
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Zock Robert A & Co Inc
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Wall Street Investment Management LLC
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0.2 | |
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Beyond Financial Services
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CA | 0.2 |
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FL | 0.2 |
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Provident Financial Planning LLC
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TX | 0.2 |