BURR FINANCIAL SERVICES, LLC

BURR FINANCIAL SERVICES, LLC of PLEASANT HILL, CA is an SEC-registered investment adviser (CRD 323114). Regulatory assets under management: $138.1M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Brent Gaylon BurrOWNER & CHIEF COMPLIANCE OFFICER
Michael Patrick KilleenOWNER
BURR BRENT GAYLONOWNER & CHIEF COMPLIANCE OFFICER
KILLEEN MICHAEL PATRICKOWNER

Branch offices (4)

CityStateEmployeesPhone
1925-671-5410
1925-671-5415
1925-671-5410
1925-671-5415

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