|
⚲
|
| Burr Financial Services LLC
✚
|
|
|---|---|
| CRD # | 323114 |
| SEC # | 801-126646 |
| CIK # | |
| AUM | $81.4 MM (2023-03-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 925-676-6007 |
| Address | 367 Civic Drive Pleasant Hill, CA 94523 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 44.2 |
| (b) Individuals (high net worth individuals) | 23 | 37.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 81.4 |
| By Discretionary | ||
| Discretionary | 318 | 81.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 318 | 81.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 81.4 | |
| Total | 318 | 81.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
Dunham Lane Capital Partners LLC
✚
|
NY | 0.1 |
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Portland Financial Advisors Inc
✚
|
NY | 0.1 |
|
Corinthian Wealth Management
✚
|
CA | 0.1 |
|
Integrated Financial Consulting LLC
✚
|
NY | 0.1 |
|
Jbglobalcom LLC
✚
|
NY | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
Alexander Capital Wealth Management LLC
✚
|
NY | 0.1 |