B
$138.1M Total AUM
$138.1M Disc. AUM
19.8% 3Y CAGR
3 Employees
159 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2022
- Office Locations
- 3
Office Locations
-- Belton TX
-- Oxnard CA
-- Sparks NV
About Burr Financial Services, LLC
Burr Financial Services, LLC is a Sparks-based RIA with 3 offices. The firm has been operating for 3 years. Managing $138.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$46.0M AVG AUM / ADVISOR
$868.3K AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRENT GAYLON BURR
Chief Compliance Officer, Owner
- CRD
- #2358166
- Ownership
- 50% but less than 75%
Available
Available
Available
MICHAEL PATRICK KILLEEN
Investment Advisor, Owner
- CRD
- #2048680
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
RYAN GREGORY WOOD
Financial Advisor, General Partner
- CRD
- #7333458
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,061,061 | $439,685 |
| Non-Discretionary | $0 | -- |
| Total | $138,061,061 | $439,685 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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