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Building 2BURR FINANCIAL SERVICES, LLC

Map pin
Phone925-676-6007
NotebookSEC #801-126646
Total AUM
$138.1M
Employees
3
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
925-676-6007
Other Offices
2

ReceiptFinancials

Total AUM
$138.1M
Accounts
314
Discretionary
$138.1M
Accounts
314
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$36.9M
HNW Individual Clients
54
AUM
$101.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANVTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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