Burr Financial Services, LLC

Burr Financial Services, LLC (CRD# 323114) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $118,484,911 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

367 Civic Drive, Suite 2, Pleasant Hill, CA 94523

By the Numbers

Total Assets Under Management

118

MILLION
Total Number of Accounts

331

ACCOUNTS
Average Account Value

$357,960

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Burr Financial Services, LLC

Showing 1 - 2 of 2 top financial advisors.

Brent G. Burr

CRD#: 2358166

367 Civic Drive, Suite 2, Pleasant Hill, CA 94523

Brent Burr (CRD# 2358166) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 30 years of experience in the finance industry.

Michael P. Killeen

CRD#: 2048680

367 Civic Drive, Suite 2, Pleasant Hill, CA 94523

Michael Killeen (CRD# 2048680) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals