Burr Financial Services, LLC
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Overview
Burr Financial Services, LLC is a financial advisory firm based in Pleasant Hill, California. Burr Financial Services, LLC administers $81.4 million in total assets over 318 customer accounts. Burr Financial Services, LLC has a small group, including 3 financial advisors. Burr Financial Services, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, bonds and equities.
Burr Financial Services, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions without needing to seek the client's consent. The investment advisory firm supervises about $256,034 for every account. The typical advisor at Burr Financial Services, LLC manages about 106 client accounts.
Burr Financial Services, LLC's main office is located at 367 Civic Drive, Pleasant Hill, California 94523. The firm is legally permitted to serve customers across 2 states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Burr Financial Services, LLC by the Numbers
$81.4 million
3
318
$256.0 thousand
Fee Structure
Financial management fees typically vary depending on which service is provided. Fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Burr Financial Services, LLC provides services to retail investors and high net worth investors. Out of its 318 accounts, Burr Financial Services, LLC's biggest client by number of accounts is retail investors, though it also serves 23 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 7.23%
- Other Individuals - 92.77%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Burr Financial Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Burr Financial Services, LLC
Pleasant Hill, CA
Pleasant Hill, CA
Pleasant Hill, CA
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