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BURR FINANCIAL SERVICES, LLC

CRD 323114 · SEC 801-126646

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$138.1M

Discretionary AUM

$138.1M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals105$36.9M
High net worth individuals54$101.2M

States served

CA, LA, NV, WA, TX

Official SEC filing: View on IAPD