$80.7M Total AUM
$80.7M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North foundation
- Established Date
- 06-14-2019
- Office Locations
- 1
Office Locations
-- Bolton MA
About Kearney-Burch Financial Services, Inc.
Kearney-Burch Financial Services is a female-owned, independent, fee-based firm focused on financial planning and asset allocation for clients nationwide. The firm is not owned or financially supported by any insurance company, bank, brokerage, or other financial institution, aiming to keep recommendations free from outside product influence. It has advised U.S. clients for 30+ years and custodians include Charles Schwab.
Team overview
-- AVG AGE
$80.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Beacon north
Client Personas
Peak
Custodian
Horizon atlas
Investment Themes
Ember Horizon
Investment Vehicles
Fusion peak Signal
Services
Pioneer North foundation Value Frontier
Technology
Ridge ridge
Owner & Executives
A
ANDREA MARIE CROWELL
Investment Advisor, President
- CRD
- #5045099
- Ownership
- 75% or more
(889) 471-2983
atlas.wave@vectorcapital.com
in linkedin.com/in/catalyst-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,693,072 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,693,072 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,693,072
Public Funds:
16.9% Other:
51.2% Municipal Bonds:
22.7% U.S. Government/Agency:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $114,760,393 | 16.9% |
| Other | $347,676,458 | 51.2% |
| Municipal Bonds | $154,145,617 | 22.7% |
| U.S. Government/Agency | $62,473,114 | 9.2% |
| Total | $679,055,582 | 100.0% |