Burr Financial Services, Llc
Pleasant Hill, California
5.0
2 Reviews
Burr Financial Services, LLC is a small investment advisory firm headquartered in Pleasant Hill, CA. With a single office location, they specialize in providing investment advisory services. The firm comprises a team of three dedicated employees, all of whom possess expertise in investment advisory services. On average, each investment advisor at Burr Financial Services manages approximately $27,140,000 in assets under management. The compensation structure at Burr Financial Services includes various types, such as a percentage of assets under management. Notably, around 50% of their assets under management originate from employe...
See more
Loading...

Assets Under Mgmt

$81.42M

Investment Professionals

3

Locations

0

% 401K & Individual

54%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.