Burrus Financial Services, Inc.
● SEC registered since 2015CRD 141435SEC# 801-80922Salt Lake City, UT
Reg. AUM
$240.7M
Employees
5
Accounts
671
Location
Salt Lake City, UT
Burrus Financial Services, Inc. assets under management
Burrus Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2015. It reports $240.7 million in regulatory assets under management and employs 5 people.
Burrus Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ammon Legrande Winsor Control | Chief Compliance Officer | Under 5% | 2025 |
| Jeff Burrus Bland Control | Managing Director / President | Over 75% | 2017 |
Frequently asked questions
How much does Burrus Financial Services, Inc. manage?
Burrus Financial Services, Inc. reports $240.7 million in regulatory assets under management on its Form ADV.
How many employees does Burrus Financial Services, Inc. have?
Burrus Financial Services, Inc. reports 5 employees.
Where is Burrus Financial Services, Inc. located?
Burrus Financial Services, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2015.
Does Burrus Financial Services, Inc. disclose fund performance?
Burrus Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109 |
| Phone | 801-532-0505 |
| Fax | 801-532-5002 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$240.7M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$240.7Mregulatory AUM
Discretionary $240.7M