KEARNEY-BURCH FINANCIAL SERVICES, INC.

KEARNEY-BURCH FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 304040). Regulatory assets under management: $80.7M.

Registration

• CRD: 304040
• Type: Registered investment adviser
• Phone: 925-275-4940
• Latest filing: 2026-03-30
• Regulatory AUM: $80.7M
• Discretionary AUM: $80.7M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search