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Burrus Financial Services, Inc.

● SEC registered since 2015CRD 141435SEC# 801-80922Salt Lake City, UT
Export (members)
Reg. AUM
$213.3M
Employees
3
Accounts
645
Location
Salt Lake City, UT

Burrus Financial Services, Inc. assets under management

Burrus Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2015. It reports $213.3 million in regulatory assets under management and employs 3 people.
www.burrus.bizView on SEC.gov ↗

Burrus Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeff Burrus Bland ControlManaging Director / President / CcoOver 75%2017

Frequently asked questions

How much does Burrus Financial Services, Inc. manage?

Burrus Financial Services, Inc. reports $213.3 million in regulatory assets under management on its Form ADV.

How many employees does Burrus Financial Services, Inc. have?

Burrus Financial Services, Inc. reports 3 employees.

Where is Burrus Financial Services, Inc. located?

Burrus Financial Services, Inc. is based in Salt Lake City, UT and has been SEC-registered since 2015.

Does Burrus Financial Services, Inc. disclose fund performance?

Burrus Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2455 E Parley's Way, Suite 115, Salt Lake City, UT 84109
Phone801-532-0505
Fax801-532-5002
Office hours8a.m.-4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.3M
Non-discretionary$0
Total (RAUM)$213.3M