Burr Financial Services, LLC
Burr Financial Services, LLC is an SEC-registered mass-market adviser with $138.1M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Burr Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323114, SEC 801-126646, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $138.1M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 159
- CRD
- 323114
- Ownership
- BURR, BRENT, GAYLON; KILLEEN, MICHAEL, PATRICK
How much AUM does Burr Financial Services, LLC have?
Burr Financial Services, LLC reported $138.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Burr Financial Services, LLC?
Disclosed owners and executives of Burr Financial Services, LLC include BURR, BRENT, GAYLON, KILLEEN, MICHAEL, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.