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| Burr Financial Services LLC
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|---|---|
| CRD # | 323114 |
| SEC # | 801-126646 |
| CIK # | 0001966297 |
| AUM | 138.1 M (2026-03-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-676-6007 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 42.3 | ||
| Broadcom Inc | 13.4 | ||
| Palantir Technologies Inc | 13.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 12.6 | ||
| Applied Materials Inc /DE | 11.6 | ||
| Facebook Inc | 9.8 | ||
| Diamondback Energy Inc | 6.9 | ||
| Amazon Com Inc | 2.8 | ||
| Micron Technology Inc | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 36.9 |
| (b) Individuals (high net worth individuals) | 54 | 101.2 |
| (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 | 314 | 138.1 |
| By Discretionary | ||
| Discretionary | 314 | 138.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 314 | 138.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.1 | |
| Total | 314 | 138.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966297] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FSAM LLC
✚
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GA | 138.4 M |
|
Garrison Bradford & Associates Inc
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NY | 138.3 M |
|
Stratton Capital Investment Advisory LLC
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NY | 138.3 M |
|
Wildes Financial Strategies Inc
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SC | 138.3 M |
|
Maya Advisors Inc
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CA | 138.2 M |
|
Mark Bell Advisory Services Inc
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IL | 138.2 M |
|
Arbor Wealth Management LLC
✚
|
AZ | 138.1 M |
|
American Investment Advisors Inc
✚
|
WI | 137.9 M |
|
Apple & Associates
✚
|
CA | 137.7 M |
|
Prince Asset Management Inc
✚
|
FL | 137.7 M |