| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Gaylon Burr Control | Owner & Chief Compliance Officer | 50-75% | 2022 |
| Michael Patrick Killeen Control | Owner | 50-75% | 2022 |
Burr Financial Services, LLC reports $155.4 million in regulatory assets under management on its Form ADV.
Burr Financial Services, LLC reports 3 employees.
Burr Financial Services, LLC is based in Pleasant Hill, CA and has been SEC-registered since 2022.
Burr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 367 Civic Drive, Suite 2, Pleasant Hill, CA 94523 |
| Phone | 925-676-6007 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $155.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $155.4M |