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BURRUS
BURRUS FINANCIAL SERVICES, INC.
CRD 141435 · SEC 801-80922
2455 E PARLEY'S WAY, SUITE 115, SALT LAKE CITY, UT, 84109, United States
Phone
801-532-0505
Fax
801-532-5002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.7M
Discretionary AUM
$240.7M
Team
5 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $105.6M |
| High net worth individuals | 79 | $135.1M |
States served
AK, AZ, CO, ID, MI, MT, NM, OK, UT, WI, WY, WA, TX, SD
All web addresses on file
Official SEC filing: View on IAPD