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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) |
| Fees | |
| Minimum | |
| Phone | 925-676-6007 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001966297 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Apple Inc | 1.9 | ||
| Lam Research Corp | 1.4 | ||
| Palo Alto Networks Inc | 1.2 | ||
| Advanced Micro Devices Inc | 0.9 | ||
| Archimedes Tech SPAC Partners Co | 0.6 | ||
| Marvell Technology Inc | 0.5 | ||
| Amerisourcebergen Corp | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Visa Inc | 0.3 | ||
| GE Vernova Inc | 0.3 | ||
| Atlas Crest Investment Corp | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| General Electric Co | 0.2 | ||
| Quanta Services Inc | 0.2 | ||
| Thermo Fisher Scientific Inc | 0.2 | ||
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| 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
✚
|
GA | 138.4 M |
|
Garrison Bradford & Associates Inc
✚
|
NY | 138.3 M |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 138.3 M |
|
Wildes Financial Strategies Inc
✚
|
SC | 138.3 M |
|
Maya Advisors Inc
✚
|
CA | 138.2 M |
|
Mark Bell Advisory Services Inc
✚
|
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
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|
FL | 137.7 M |