Burr Financial Services, LLC
● SEC registered since 2022CRD 323114SEC# 801-126646
Reg. AUM
$138.1M
Employees
3
Accounts
314
Location
—
Burr Financial Services, LLC assets under management
Burr Financial Services, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2022. It reports $138.1 million in regulatory assets under management and employs 3 people.
Burr Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Gaylon Burr Control | Owner & Chief Compliance Officer | 50-75% | 2022 |
| Michael Patrick Killeen Control | Owner | 50-75% | 2022 |
Frequently asked questions
How much does Burr Financial Services, LLC manage?
Burr Financial Services, LLC reports $138.1 million in regulatory assets under management on its Form ADV.
How many employees does Burr Financial Services, LLC have?
Burr Financial Services, LLC reports 3 employees.
Does Burr Financial Services, LLC disclose fund performance?
Burr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 925-676-6007 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.1M▼ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$138.1Mregulatory AUM
Discretionary $138.1M