|
⚲
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| Burrus Financial Services Inc
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| |
|---|---|
| CRD # | 141435 |
| SEC # | 801-80922 |
| CIK # | |
| AUM | $228.4 MM (2024-08-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 801-532-0505 |
| Address | 2455 E Parleys Way Salt Lake City, UT 84109 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 59.6 |
| (b) Individuals (high net worth individuals) | 154 | 168.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 375 | 228.4 |
| By Discretionary | ||
| Discretionary | 375 | 228.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 375 | 228.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.4 | |
| Total | 375 | 228.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sanctuary Wealth Management LLC
✚
|
ID | 0.2 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.2 |
|
Gardey Financial Advisors Inc
✚
|
MI | 0.2 |
|
Shaker Financial Services LLC
✚
|
MD | 0.2 |
|
Melfa Wealth Management Inc
✚
|
MA | 0.2 |
|
Friedlander Brenda S
✚
|
CA | 0.2 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.2 |
|
Verisail Partners LLC
✚
|
GA | 0.2 |
|
Envision Financial LLC
✚
|
WI | 0.2 |
|
Wela Strategies Inc
✚
|
GA | 0.2 |