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Building 2KEARNEY-BURCH FINANCIAL SERVICES, INC.

Map pinSAN RAMON, CA
Phone925-275-4940
NotebookSEC #801-68895
Total AUM
$21.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2694 BISHOP DRIVE, SUITE 290
SAN RAMON
CA 94583-4449
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
925-275-4940

ReceiptFinancials

Total AUM
$21.7M
Accounts
76
Discretionary
$21.7M
Accounts
76
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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