# BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC of PLEASANT HILL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 323114
- Type: SEC-registered investment adviser
- SEC file number: 801-126646
- Location: 367 CIVIC DRIVE, SUITE 2, PLEASANT HILL, CA, 94523
- Phone: 925-676-6007
- Latest filing: 2026-03-02
- Regulatory AUM: $138.1M
- Discretionary AUM: $138.1M
- Clients: 3
- Accounts: 314

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brent Gaylon Burr | OWNER & CHIEF COMPLIANCE OFFICER | — |
| Michael Patrick Killeen | OWNER | — |
| BURR BRENT GAYLON | OWNER & CHIEF COMPLIANCE OFFICER | — |
| KILLEEN MICHAEL PATRICK | OWNER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 925-671-5410 |
| — | — | 1 | 925-671-5415 |
| — | — | 1 | 925-671-5410 |
| — | — | 1 | 925-671-5415 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323114/similar
- Related entities: https://search.stillhousedata.com/firm/323114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323114

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.