RIA · CRD 323114SEC-Registered

Updated:

Burr Financial Services

BURR FINANCIAL SERVICES, LLC is an SEC-registered investment adviser since 2022. The firm manages approximately $138 million in regulatory assets.

Burr Financial Services

BURR FINANCIAL SERVICES, LLC is an SEC-registered investment adviser since 2022. The firm manages approximately $138 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs Burr Financial Services?

No principals are publicly named. The entity's governance and investment decision-makers are not disclosed in business registrations, media sources, or professional networks. This level of anonymity often signals a single-family structure where the principals serve as their own investment committee.

Where is Burr Financial Services located?

The firm's exact headquarters city is not publicly confirmed. It is domiciled in the United States, but beyond that jurisdictional fact, no specific office address or geographic concentration is disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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