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BURR FINANCIAL SERVICES, LLC

Tel: 925-676-6007
367 Civic Drive
Suite 2
Pleasant Hill, California  94523

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BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC is a Pleasant Hill, California based financial advisory firm with nearly $155,380,627 in assets under management and provides investment advisory services for 347 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

323114

SEC#:

801-126646

No. of Clients:

347

Assets under Management

$155,380,627

No. of Advisors:

3

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